Electronic signatures can be requested for a record and applied to the generated PDF. The signer is selected from application users and must authenticate before the signature is added.

Request a signature

1. Open the record or PDF action that requires a signature.
2. Choose the request-signature action.
3. Select the authorised signer and submit the request.
4. The selected user opens the request from their available actions or notification.

Authenticate and sign

The signer reviews the record and authenticates with the required account credentials. After successful authentication, FlinkISO applies the signature information to the PDF output according to the configured template.

Signature controls

• Only request a signature from the person responsible for the decision.
• Keep the employee and user details accurate before signing.
• Use a PDF template that reserves appropriate space for signature information.
• Retain the approval and record history with the signed PDF.