How can Administrator users configure a workflow to remove eSignatures with a workflow cancellation action in Vault PromoMats and Medical?
This action can be performed by an Admin user only.
Administrators can configure this action for both Document and Object workflow.
To remove eSignatures using a Workflow Cancellation Action, follow the steps below:
- From the Admin tab, navigate to Configuration --> Business Logic.
- Select Workflows. From the workflow affected, scroll down to Cancellation Actions.
- Click on Edit.
- Click on the + Create Rule button.
- From the Perform Actions drop-down menu, select Remove eSignature from Documents.
Note that for Object workflows this action is displayed as Remove eSignature from Record.
- Click Save. After the changes are made, click on Make configuration active.
Vault Help Documentation: Cancellation Actions