If a document requires an eSignature for approval, it must go through the eSignature Approval workflow to capture the necessary signatures before its status is changed to Approved. You cannot manually approve a document that requires an eSignature for approval.
You can start the eSignature Approval workflow for multiple documents at once using the Cart if all documents in the Cart require an eSignature. If one or more documents in the Cart do not require an eSignature, the Start eSignature Approval option is unavailable in the Cart.
Complete the following steps to start the eSignature Approval workflow and assign the eSignature Approval task:
From the Submission Mgmt > Library tab, open the document you want to assign for eSignature approval.
From the Workflow Actions menu, select Start eSignature Approval.
From the Approvers drop-down, select the users or groups you want to assign the document to for approval.
Optionally, enter any additional instructions for the assigned users.
Enter a Due Date.
Specify whether you want workflow participants to Retain Roles until Workflow completion?
- If answered Yes, workflow participants will keep any tempoary sharing settings until the workflow is complete. This allows Document Viewers and Document Participants to be tagged even after they complete their task and they will retain visibility of the document throughout the workflow.
- If answered No, workflow participants will lose any temporary sharing settings as soon as they complete their task. This prevents Document Viewers and Document Participants from being tagged in comments after they complete their task and they will lose visibility to the document until it reaches a steady state.
Click Start. Vault updates the document status to In Approval and assigns an eSignature Approval task to the users you selected.
