How to set up signature certificates for Workflow Steps?

Question

How can I create signature certificates for the steps within my Workflow?

Answer

Every step in the Workflow can create a signature certificate, but the setup process differs for the first and subsequent steps.

• First Step: Use the Invitation button at the top right of the workflow to set up the signature certificate. It must be linked with email settings for proper identification.

• Subsequent Steps: Go to the specific step’s Settings button and enable Create Signature Certificate. These steps use the workflow’s internal signature process, not email linkage.

Enable signature certificate for the first step

1. To set up the signature certificate for the first step in a Workflow, click the Invitation button at the top right of the workflow.

   

2. Enable the Signature Certification option and configure the associated email settings for the certification.

   Note: The signature certificate must be linked to the email settings, allowing it to be identified through email.

   

Enable signature certificate for subsequent steps

Signature certificates are initially disabled for all subsequent steps. To enable them, click the Settings button of the specific step and switch on the Create signature certificate option.

Video tutorial

You can also refer to the video tutorial on setting up signature certificates for Workflow Steps.

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