How to provide e-Signatures in PromoMats?
For some workflows, completion of a particular task or selection of a verdict requires an electronic signature.
This is done by entering the user's login credentials (username and password) for the Vault.
In some cases, users also need to select a "capacity" to accompany the eSignature. This indicates why or in what context is being signed.
To complete an eSignature, these are the general steps to follow:
- From the Home tab, click My Tasks.
- Click the document that the user wants to electronically sign.
- Click Complete and complete the required fields.
- Enter User Name and Password.
Due to compliance reasons, Vault does not allow saving passwords. For eSignatures, it is still necessary to enter a password even if users have it stored in their browser or in a password manager.
Vault Help Documentation: Accepting & Completing Document Workflow Tasks
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.