Signature - Activity

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This activity can be used to automatically add a signature to a document in a Globodox Workflow. This only works on file formats for which Globodox allows Annotations (this includes MS Word and MS Excel files when shown via the new built-in viewer).

 

When this activity is triggered, it sends a task to the user whose signature is to be placed on the document. This user must then specifically allow his or her signature to be placed on the document. The signature activity will then place the signature will then automatically place the user's signature on the pre-determined page and position of the document.

 

How to create a workflow to "Add Signature" to a document

1.Select the Tools tab and click the Workflow Designer button.
2.This will bring up the Workflow Designer window and will also open a login window. Enter the username and password and click OK.
3.Click the New button. A new workflow designer window will open in the same window in the middle pane and will have various properties in the Properties pane.
4.Below are the properties for a new workflow:
 

Workflow Property

Description

Name

Enter a name for the Workflow.

Description

Add information about the workflow in brief.

Duration (in days)

Specify the number of days in which this activity should be completed. If this activity is not completed in the stipulated number of days, it will be marked as Red in the user's Inbox.

5.Drag the Signature Activity from the Task pane and drop it on the <<Add Tasks here>> in the Designer pane. New properties will open in the Properties pane. The Signature task will have following properties:
 

Property

Description

Name

Enter a name for the task  (e.g. Add Signature).

Duration (in hours)

Specify the time in which this activity should be completed. If this activity is not completed in the stipulated time, it will be marked as Red in the user's Inbox.

Subject

Specify the subject of the message to be sent to the user whose signature is to be applied.

Message

Specify the body of the message to be sent to the user whose signature is to be applied.

Signed By

Select the user whose signature is to be applied.

Page No.

The page number on which the signature must be applied (in case of a multi-page file).

Top (Distance in inches)

Measuring from the top edge of the page, the position (in inches) where the signature must be placed. **

Left (Distance in inches)

Measuring from the left edge of the page, the position (in inches) where the signature must be placed. **

Width (in inches)

The width (in inches) of the signature.

Height (in inches)

The height (in inches) of the signature.

6.Click the Save button to save the changes in the Workflow.
7.Click the Publish button to publish the Workflow.

 


 

Related Topics

Route a document

Annotations

Signature

       

 


Page URL: http://www.itaz.com/globodox/help/index.htm?signature.htm