Using e-signature template for non-HR tasks

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create or modify an e-signature template to define an electronic document and signature configuration for use in non-HR task forms.

    Before you begin

    Role required: sn_esign.admin or sn_esign.config_manager

    Procedure

    1. Create an e-sign template on the required task table (for example, Incident).
      See Create or modify an e-signature template. Select Managed Document in Document type and Signature in E-signature type.
    2. Configure the task form (for example, Incident form) by adding the E-Signature Template field.
    3. Configure the related lists on the task form by adding E-signature history.
    4. Select the e-sign template that you have created in the Template field.
    5. Assign a group and a user to the task.
      To retrieve the signature log, navigate to System Logs > Signature Images (signature_image table). Also, you can view the E-signature history in the related list.

    What to do next

    When a user receives the task and moves the task to Work in Progress state, the Sign document option is available for the user to sign the document.