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Configuring E-Signature

E-Signature events can be configured after the corresponding application preference is enabled.

Enable the E-Signature preference

  1. Browse to the Preferences page by choosing the Preferences option in the gear menu.

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  1. After the Preferences page loads, make sure the Application preferences are displayed using the left navigation.

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  1. In the Application preferences, locate the Enable E-signatures preference and change it to Yes.

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  1. Make sure to Save Changes after updating the preference. You can now proceed with configuring E-Signature events.

Configure E-Signatures

  1. As a User with permission to Manage E-Signature Events (Roles and Permissions → Edit Permissions → Advanced), load the Admin page by choosing the Admin option from the gear menu.

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  1. Click the E-Signature Events link in the Configuration section.

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  1. On the Configure E-Signature Events page click Add to create a new E-signature Event.

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  1. On the Add E-Signature Event page, Select the Data Tab and Action from the drop-down menus. The Event Description displayed below reflects the choices made. After making your selections, make sure to click Save.

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  1. Now, when creating a new Box, for example, user credentials are required:

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Although E-Signature Events can be added, the functionality will not execute unless the Enable E-Signatures preference is enabled for the logged in user.

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