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Where Can I Pre-Configure the Signature Settings for Records/Forms?

  • Updated

In a Record or Form, it is possible to have more than one User in the roles of QA, Approver and Reviewer. To configure if all the users in a role need to sign off on a record:

  1. Go to Records > Module Settings.
  2. Go to Signature Settings.
  3. Turn the switch ON if all Users in that role must sign off in order for the Record/Form to move forward to the next status. If turned OFF, only one user in that role will be required to sign off.
  4. Click on Save.

Where_can_I_pre-configure_the_Signature_Settings_for_RecordsForms.png

  Relevant for: Administrators / Managers.

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