The basic Collect Signatures workflow that’s included with SharePoint products functions as a template. The workflow automates, streamlines, and standardizes the whole process.
Learn more about Collect Signatures workflowsĪ Collect Signatures workflow is a SharePoint products feature that routes a document or form created in Word, Excel, or InfoPath to one or more people for their signature. (Also, if you want to include the complete graphics in your printed copy, print in landscape orientation and not portrait orientation.)Īnd a word about searching Before you search for any text or term in this article, make sure that all of the segments in which you want to search are expanded. If you want to print only selected segments, make sure that only those segments are expanded when you print. Wherever necessary for conceptual or instructional clarity, however, images and diagrams in this article have been customized for Collect Signatures workflows.Ī word about printing this article This is a long article.
#HOW TO CREATE AN ELECTRONIC SIGNATURE TEMPLATE FOR MASS USE SERIES#
Once you’re familiar with the information and the article layout, you’ll be able to go straight to the segment you need on any return visits.Ī note on the graphics Screen images and conceptual diagrams in this series of workflow articles are generally based on the Approval workflow type. If you want to add, start, monitor, and maintain workflows If you aren’t already familiar with these tasks, you might find it useful to work your way through this article, segment by segment, the first time that you design and add a workflow. The information in this article is presented in expandable segments. Here’s a diagram of a very simple version of the Collect Signatures workflow. Less work for you A Collect Signatures workflow saves you and your colleagues both time and trouble, and at the same time streamlines and standardizes your signature process. The activity in the workflow can be monitored and adjusted from a central status page, and the history of events in the workflow run is maintained for 60 days after completion. You might not need any of the other segments for now.Įfficient and consistent A Collect Signatures workflow automatically routes the document, assigns signature tasks, and tracks their progress. If all you need to do is complete a Collect Signatures workflow task Just go to the COMPLETE segment and expand it. If you have Site collection level permissions, see Enable SharePoint workflow templates. To make it available for use, a site administrator must activate them at the site collection level. Important: By default, the Collect Signatures workflow is not activated and is not listed in the Select a workflow template list box of the association form.
0 kommentar(er)
