Who can complete this task?
Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager, Document Manager, Document Participant
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. The Start Workflow dialog is displayed.
- From the Approvers drop-down, select the users or groups you want to assign the document to for approval.
- Enter a Due Date.
- Optional: Enter any additional instructions for the assigned users.
- Click Start. Vault updates the document status to In Approval and assigns an eSignature Approval task to the users you selected.