Setting Up Electronic Signatures for an Interactive Application

Enter GH9091 in the Fast Path, and then select Interactive and Batch Signature Configuration.

1. On the Work with Object Signature Configurations form, click Add.

2. On the Interactive and Batch Applications Signature Setup Director, select the Interactive Application/Signature Setup option, and then click Next.

3. On the Interactive Application Selection form, select the desired application, and then click Next.

   Note: Objects with a check mark next to them have already been configured.

4. On the Interactive Forms Search and Select form, select a form. If all forms for an application are desired, select the Application Level check box.

   Note: Applications with reusable subforms cannot be configured at the application level.

5. Click Next.

   Note: If there is a padlock button to the left of the Form Name, this form already has the OK and Delete events set up and cannot be selected. Instead, this form must be selected from the Work with Signature Object Configurations form. Select Setup Revisions from the Row menu to revise an existing configuration.A plus sign (+) indicates that an OK event has already been set up for this form.A minus sign (−) indicates that a Delete event has already been set up for this form.

6. On the Interactive Application Signature Information form, in the Events area, select OK, Delete, or both to indicate the function that requires a signature.

7. For a reusable subform, you can select the "Exclude Subform from Signature Configuration" option.

   This option is available only for reusable subforms. If the hosting power form is configured for an electronic signature, you can select this option if you do not want the system to prompt for a second electronic signature on the reusable subform.

   See Electronic Signatures for Power Forms and Subforms.

8. Select one of these options:

   • Pre-populate Approver

     Select this option if you want the authorization fields to automatically use the session's user information.

   • Pass Through User

     Select this option if no signature prompting is necessary when the application is run. The signature table is updated with the signed on user's information.

     Note: You can select either the Pre-populate Approver or Pass Through User option. They cannot be selected together.If the Pass Through User is on, the number of signatures is forced to one and the role is disabled.

9. Enter the number of signatures required to approve the transaction: 1 or 2.

10. In the Default Reason Code field, enter the default reason code for the signature approval.

11. In the Role field, enter the role of the approver.

12. In the Real Time Notification field, enter the user ID or email address of the user to be notified if the electronic signature fails.

    The user is notified after four failed attempts.

13. In the Signature Context field, enter a text message that you want to display on the Signature Approval form, and then click Next.

14. On the Work with Object Signature Configurations form, click End.