Managing Object eSignatures

eSignatures provide a way for users to complete tasks and sign electronic records. You can enable eSignatures on an object to capture relevant details, including the Signature Name, Signature Time, and Signature Meaning, in a related list on the object record detail page. Vault captures these details when a user provides an eSignature through an object workflow.

When you enable eSignatures on an object, Vault creates a related read-only eSignature child object based the eSignature object class. This adds an eSignature related list to the object’s page layout. Note that you cannot disable eSignatures on an object if there is at least one eSignature record or references to the eSignature object.

Vault will migrate and create corresponding eSignature object records for objects with workflow eSignatures that existed prior to 18R1.

About the eSignature Object Class

Vault now manages eSignatures with the eSignature object class to capture eSignatures on object records. When a user provides an eSignature, Vault creates a related eSignature object record with the following fields:

Field Name Description
Name Vault-generated name for the object record
User ID (Hidden) The unique Vault identifier
Signature Name The first and last name of the signer at the time of signing
User Name The unique user name of the signer in Vault
Signature Time That date and time the signature was captured
Signature Meaning The meaning of the signature required for any manifested signature
Verdict The object workflow task verdict label associated with the eSignature
Task Name The name of the object workflow task associated with the eSignature record
Workflow Name The name of the object workflow associated with the eSignature record
Parent The parent object record that was signed
Workflow Task ID The unique ID for the associated workflow task instance
Workflow Process ID The unique ID for the associate workflow process instance.

Enabling eSignatures

To enable eSignatures on a specific object:

  1. Navigate to Admin > Configuration > Objects > {Object}.
  2. Click Edit from the Details tab.
  3. Select the Enable eSignatures checkbox.
  4. Click Save.

Viewing Object eSignatures

When a user completes an eSignature, Vault captures and stores its details in an object record. You can view eSignature records in a related list on the parent object record detail page. Additionally, you can click the eSignature record view its details. 

Known Issue for Records in the Inactive State

There is a known issue where completing a workflow task with an eSignature on a record in the Inactive state causes an error.