225 lines
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225 lines
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<p>Business process designer > Graphical elements / Sign</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Sign</span></h1>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<p style="line-height: 1.38;"><img alt="sign-element" width="103" height="81" style="float:left;margin:0;width:103px;height:81px;border:none" src="sign-element.png"/><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;">The </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #0d0d0d;">Sign</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;"> graphical element is used in business processes to assign a user a task to <a href="digital_signtature_in_apps.html" class="topiclink">sign an app item</a>, such as a contract or a loan application.</span></p>
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<p class="p_Normal" style="background: #ffffff; margin: 20px 0 0 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #0d0d0d;">Note</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;">: Signing requires a digital signature certificate from one of the providers available in the system installed on the user</span><span style="font-family: Inter;">‘</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;">s computer.</span></p>
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<p class="p_Normal" style="background: #ffffff; margin: 20px 0 0 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;">Before configuring signing in the business process, enable the provider modules whose certificates employees will use. You can utilize both <a href="electronic-signature.html" class="topiclink">standard</a> and <a href="create-extention.html" class="topiclink">custom</a> modules.</span></p>
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<p class="p_Normal" style="background: #ffffff; margin: 20px 0 0 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;">Read</span><span style="color: #394149;"> more about configuring digital signatures in apps in the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;"><a href="set-up-digital-signature.html" class="topiclink">Set up digital signatures</a></span><span style="color: #394149;"> article.</span></p>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Set up the Sign activity</span></h2>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">On the process page, in the toolbar to the right of the modeling box, open the <span style="font-weight: bold;">System Elements</span> tab. Drag the <span style="font-weight: bold;">Sign</span> activity onto the diagram and place it wherever the process requires the app item to be sent for signing.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">For example, you can configure the <span style="font-weight: bold;">Contract Handling</span> process, during which the document is first agreed upon and then signed. Then the <span style="font-weight: bold;">Sign</span> activity should be placed after all the approval steps.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">Please note, that the <span style="font-weight: bold;">Sign</span> activity requires at least two <span style="color: #0000ff;"><a href="360015835331.html" class="topiclink">transitions</a></span>. One transition is necessary for signing, the second one is for rejecting the signature.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">To open the window with settings, double-click on the added activity.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">General tab</span></h2>
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<p style="line-height: 1.20;"><span style="font-size: 19px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; font-weight: bold;"> </span><img alt="sign_activity_01" width="860" height="529" style="margin:0;width:860px;height:529px;border:none" src="sign_activity_01.png"/></p>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Name</span><span style="font-size: 13px; font-weight: bold; color: #ff0000;">*</span>. Enter the name of the task that will be displayed on the process diagram.</li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Task name</span><span style="font-size: 13px; font-weight: bold;">. </span>Enable the <span style="font-weight: bold;">Generate name from template</span> option to add <span style="color: #0000ff;"><a href="process_context.html" class="topiclink">context variables</a></span> to the name that the executor will see in the task list and on the task page.</li></ul>
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<ul style="list-style-type:circle"><ul style="list-style-type:circle">
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Template</span><span style="font-size: 13px; font-weight: bold; color: #ff0000;">*</span>. Click the <span style="font-weight: bold;">{+}</span> icon in the right corner of the field and select a variable. You can also add <span style="color: #0000ff;"><a href="360007679591.html#conditions-and-functions" class="topiclink">conditions and functions</a></span> as you would for a template item name. This will generate a more informative name.</li></ul></li></ul>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 47px;">If this option is not used, the text specified in the <span style="font-weight: bold;">Name</span><span style="font-size: 13px; font-weight: bold; color: #ff0000;">*</span> field will be displayed in the task list and on the form.</p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Reassignment</span>. Enable this option to allow the executor to reassign the task of signing a document to another employee.</li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Document type</span><span style="font-size: 13px; font-weight: bold; color: #ff0000;">*</span>. Select the variable where the app item to be signed will be stored during the process.</li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Transition to take if signed</span><span style="font-size: 13px; font-weight: bold; color: #ff0000;">*</span>. Select from the list the transition the process will follow if the document is signed.</li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Transition to take if not signed</span><span style="font-size: 13px; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px;">. </span>Select the transition the process will follow if the signature is rejected.</li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Provider</span>. Select from the list the provider whose certificate will be used by default for signing the document.</li></ul>
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<h2 class="p_Heading2"><span class="f_Heading2">Deadline tab</span></h2>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="color: #394149;">This tab is a standard setting in the activity of the </span><span style="font-weight: bold; color: #394149;">Task</span><span style="color: #394149;"> type. It is used to set deadlines for task execution, as well as to define employees who will be notified if the specified deadlines are exceeded.</span></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="color: #394149;">To learn more about setting this tab, see the </span><span style="color: #0000ff;"><a href="360012495611.html#deadline" class="topiclink">Task</a></span><span style="color: #394149;"> article.</span></p>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Signature Settings tab</span></h2>
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<p style="text-align: justify; line-height: 1.38;"><img alt="sign_activity_02" width="547" height="271" style="margin:0;width:547px;height:271px;border:none" src="sign_activity_02.png"/></p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold; color: #394149;">Sign attributes</span><span style="color: #394149;">. Set whether the attributes of the app item must be signed.</span><ul style="list-style-type:circle">
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold; color: #394149;">Do not use</span><span style="color: #394149;">. When signing the app item, attributes will not be signed.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold; color: #394149;">Optional</span><span style="color: #394149;">. The user can define the type of signing: with or without attributes. By default, attribute signing is disabled. To enable it, the </span><span style="font-weight: bold; color: #394149;">Attributes</span><span style="color: #394149;"> option must be checked in the item signing window.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold; color: #394149;">Preferred</span><span style="color: #394149;">. The user will be able to define the method of signing. By default, attribute signing is enabled. In the signing window, the user will be able to turn off the </span><span style="font-weight: bold; color: #394149;">Attributes</span><span style="color: #394149;"> option.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold; color: #394149;">Required</span><span style="color: #394149;">. When signing the app item, the user will automatically sign the attributes.</span></li></ul>
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold; color: #394149;">Sign file</span><span style="color: #394149;">. For </span><span style="color: #0000ff;"><a href="360009923631.html" class="topiclink">Document</a></span><span style="color: #394149;"> type app the option of file signing is additionally available. The settings in this field are similar to those of the </span><span style="font-weight: bold; color: #394149;">Sign attributes</span><span style="color: #394149;"> field.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold; color: #394149;">Comment</span><span style="color: #394149;">. Configure the option to leave a comment on the signature. Select an option from the list: </span><span style="font-weight: bold; color: #394149;">Do not use</span><span style="color: #394149;">, </span><span style="font-weight: bold; color: #394149;">Optional</span><span style="color: #394149;">, </span><span style="font-weight: bold; color: #394149;">Preferred</span><span style="color: #394149;">, or </span><span style="font-weight: bold; color: #394149;">Required</span><span style="color: #394149;">.</span></li></ul>
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<h2 class="p_Heading2"><span class="f_Heading2">Substitutions tab</span></h2>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 0;"><span style="color: #394149;">On this tab, you can specify a variable that controls the reassignment of the signing task to an employee who replaces the primary executor.</span></p>
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<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;"><img alt="sign_activity_03" width="630" height="199" style="margin:0;width:630px;height:199px;border:none" src="sign_activity_03.png"/></p>
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<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">In the <span style="font-weight: bold;">Ignore substitution</span> field, specify a variable from the business process context of the <span style="color: #0000ff;"><a href="360009707032.html" class="topiclink">Yes/No switch</a></span> type.</p>
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<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">If the variable is set to <span style="font-weight: bold;">Yes</span>, the signing task will be assigned to the initially specified executor, and if it is set to <span style="font-weight: bold;">No</span>, it will be assigned to the substitute employee. The value of the variable can be changed during the business process, for example, by placing the variable on the form of another task, or by using <span style="color: #0000ff;"><a href="360027203731.html" class="topiclink">scripts</a></span>.</p>
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<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">For example, you can ignore substitution if the document sent for signing contains confidential data that should not be disclosed to third parties.</p>
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<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">To complete the settings, click <span style="font-weight: bold;">Save</span>.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">Work with the Sign task</span></h2>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">When the published process is launched, at a certain step the user will be presented with the <span style="font-weight: bold;">Sign document</span> task. The task looks like a view page of this document with additional buttons <span style="font-weight: bold;">Sign</span> and <span style="font-weight: bold;">Reject</span>.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">When the <span style="font-weight: bold;">Sign</span> button is pressed, a window for selecting a certificate will open. The user will be able to change the default provider by clicking on the pencil icon. It is also possible to enable the signing of attributes or a document file, and leave a comment. The list of options depends on the settings specified in the <span style="font-weight: bold;">Sign</span> element of the process diagram.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><img alt="sign_activity_04" width="287" height="208" style="margin:0;width:287px;height:208px;border:none" src="sign_activity_04.png"/></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="color: #394149;">After signing, you can see this status on the document page. Besides, on the sidebar of such item, users can <a href="/en/help/ecm/digital_signtature_in_apps.html#signed-card" target="_blank" class="weblink">view the archive of electronic signatures and download their files</a>.</span></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="color: #394149;">If the user clicks </span><span style="font-weight: bold; color: #394149;">Reject</span><span style="color: #394149;">, a window will open with a confirmation of the action and a field for entering a comment. A rejection notification will be sent to the task author’s and executor’s </span><span style="color: #0000ff;"><a href="360014162972.html" class="topiclink">activity streams</a></span><span style="color: #394149;">, where the entered comment will be displayed.</span></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><img alt="sign_activity_05" width="384" height="218" style="margin:0;width:384px;height:218px;border:none" src="sign_activity_05.png"/></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 13px; color: #000000;"> </span></p>
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