E-Signature

Gimmal Physical can be configured to require re-authentication for specific actions using a username and password. This is helpful for compliance and auditing purposes in highly regulated industries.

Available Actions

E-Signatures can be used with the following actions:

• Bulk Actions (Delete, Expunge, Update)

• Create

• Delete

• Expunge

• Disposition Decision

• Requests (Delivery, Pickup)

• Transfer, Home Transfer

• Search and Replace

• Undelete

• Update

Activating E-Signature Functionality

Before any E-Signatures can be enabled for events, the functionality must first be activated.

Activating e-signature for the Application is done in the Application Preferences.

1. Navigate to the Preferences by clicking on the gear icon and selecting ‘Preferences’

2. Choose the ‘Application’ node (A)

3. From the drop-down for ‘Enable e-signatures’ choose ‘Yes’ (B)

4. Click ‘Save Changes' to complete the enablement.

Configuring E-Signatures

An E-Signature event will need to be created for each action on each tab you’d like to enable.

Managing existing E-Signature Events

The list of E-Signature events can be reviewed on the Configure E-Signature Events page.

• New events are added by clicking the ‘Add’ button (A) (see details below for creating new items).

• The listed events can be removed by choosing the associated ‘Delete’ link (B).

Creating new e-Signature Events

1. Navigate to the Administrator Options by clicking on the gear icon and selecting ‘Admin.’

2. From the Configuration section of the Administrator page, choose ‘E-Signature Events’. This opens the ‘Configure E-Signature Events’ page, where you will manage all e-Signature events. 

3. On the ‘Configure E-Signature Events’ event page, click on the Add (A) to add the new E-signature Event by opening the Add E-Signature Event page.

4. On the Add E-Signature Event page, choose the tab and action to create a new event. To do so:

   1. Use the Choose Data Tab drop-down to select the item type (data tab) where to apply the action (c).

   2. Select the action to apply an E-Signature by choosing an option from the Choose Action drop-down (d).

   3. Validate the event by reviewing the Event Description text (e)

   4. Click ‘Save’ to return to create the new e-Signature

   5. Repeat as needed.

   6. To return to the Configure E-Signature Events page, click ‘Close’

       

      

• If an event already exists for the associated item type/action, an error will appear

• The associated Application preference must be set to 'Yes' for E-Signature Events to be used in the application.