![]() ![]() Next, associate the contract template with a document library. In SharePoint, the process will be to create a contract template which has the signature box inserted. The manager reviews it and sends it to the promoted person to sign. In this case, HR sends the new contract to the manager of the person with the new promotion. Before we know how to set this up in SharePoint, we have to know the real-world business process. The first step is not electronic but practical: you have to know who will initiate the workflow and who has to participate and conclude it. Let’s use the example of a ‘New Promotion’ workflow where a member of staff has been promoted and so has to sign a new contract for their new position. Next you can plan and configure your workflow in SharePoint and Office. Click “Activate” to activate the workflows you would like to use, in this case Collect Signatures. Click “Site collection features” under “Site Collection Administration”.Ĥ. Click “Site Actions” drop-down box and select “Site Settings”.ģ. Using SharePoint Online as an example, follow these steps:Ģ. To access the Collect Signatures workflow in SharePoint, first check it is enabled while logged on as Administrator. This is then associated with a document template as well as a document library, list or site collection to store it in.īy doing this electronically, you not only replace a tedious manual business process with a more efficient electronic form, but you also have a system for tracking and reporting on that process to make management and measurement more successful and accurate. The Collect Signature Workflow template in SharePoint allows you to build a workflow with your users and tasks in it. SharePoint and Office offer a means to do this. Wouldn’t it be faster, cheaper and better if this whole process could be done virtually? The SharePoint Collect Signature Workflow ![]() They also need to be managed and kept discoverable. ![]() Once they are signed, multiple parties have to collect and file these physical files for an indeterminate length of time. ![]() More than half of documents in most organisations are printed so they can be signed. These can take a day or more to send, print, sign, scan and then send back. The SharePoint Collect signatures Workflow allows you to insert signatures into Office documents, specifically Word, Excel and InfoPath and pass the document to a series of individuals so that more signatures can be collected and tasks completed.ĭepending on the nature of your organisation, approximately half of your documents will require signatures. How to use the SharePoint Collect Signatures Workflow ![]()
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January 2023
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