Exercise - Configure electronic signatures

Completed

You can set up electronic signatures by following the steps in this exercise. An electronic signature verifies a person's identification before you begin or approve a computing procedure. This technique was created with the help of DAT, a demo data firm.

Enable the electronic signature configuration key

To enable the electronic signature configuration key, follow these steps:

1. Go to System administration > Setup > License configuration.

2. In the tree, expand 'Administration'.

3. Verify that the Electronic signature check box is selected. If the Electronic signature check box isn't selected, you need to enable maintenance mode. Maintenance mode can be enabled in this environment by running a maintenance job from Microsoft Dynamics Lifecycle Services or by using the Deployment.Setup tool locally.

4. Close the page.

Set up electronic signature parameters

To set up electronic signature parameters, follow these steps:

1. Go to Organization administration > Setup > Electronic signature > Electronic signature parameters.

2. Select Edit.

3. In the Notice field, enter a value.

4. Enter the notice that signers will receive when a signature is requested. You can enter any text. Typically, this text tells the user what it means to sign a document electronically. If you want to enter the Notice text in other languages, select the Translations button.

5. Select Save.

6. Close the page.

Set up reason codes for electronic signatures

To set up reason codes for electronic signatures, follow these steps:

1. Go to Organization administration > Setup > Electronic signature > Electronic signature reason codes.

2. Select New. You need to set up reason codes before using electronic signatures. A valid reason code is required when a person is signing a document. A signer selects a reason code to indicate the purpose of an electronic signature. For example, a reason code could be used to indicate legal approval.

3. In the Reason code field, enter a value.

4. In the Description field, enter a value. Enter more reason codes, if needed.

5. Select Save.

6. Close the page.

Require electronic signatures for existing processes

To require electronic signatures for existing processes, follow these steps:

1. Go to Organization administration > Setup > Electronic signature > Electronic signature requirements.

2. In the list, find and select the record that you want. Select a process that requires electronic signatures.

3. Select or clear the Signature required check box.

4. Repeat these steps for each process that requires electronic signatures.

5. Select Save.

Create a custom requirement for electronic signatures

To create a custom requirement for electronic signatures, follow these steps:

1. Select New.

2. Select or clear the Signature required check box.

3. In the Name field, enter a name for the process that requires electronic signatures.

4. In the Table name field, select the drop-down button to open the lookup.

5. In the list, find and select the table where the data that must be signed is stored.

6. In the list, select the link in the selected row.

7. In the Field name field, select the drop-down button to open the lookup.

8. In the list, find and select the field in the table that you want to monitor.

9. In the list, select the link in the selected row.

10. Specify when a signature is required.

    • Select Always if a signature is required when the data in the field changes.

    • Select Only if a signature is only required under certain conditions. If you select Only, you need to select one of the following options as well:

      • When a record is inserted

      • When a record is updated

      • When a record is deleted

11. Select Save.

12. Close the page.