Digital Signing

Sometimes a user to requested to complete a signing action request. The signature is burnt into the document, turning the Word, Excel and other document formats into a PDF. The digital signature prevents tampering with the contents of the document. Databases can be configured so that MFA is required for signatures. Documents can be signed or initialed in Docwize.

Digital Signature

Creating a Signature

Users can click on the signature icon in the vertical toolbar of a document to create a signature/create initials. The 'Create Signature' dialog provides users with different options:

Type an electronic signature

Upload a signature

Electronically ‘write’ a signature

'Create Signature' Dialog

Users can select their preferred method to create a signature.

Field	Description
	Enables users to select what colour they'd like their signature to be.
Text	Enables users to input their signature/initials.
Draw	Enables users draw their signature/initials.
Upload	Enables users to upload a pre-existing signature from their device.
Save locally only (not synched to server)	Users can select whether they want their signature to be saved locally only.

'Right-Click' Signature Options

Once a signature is created, it can be selected for placement on a document. Once placed, users can 'right-click' on a signature.

'Right-click'

Field	Description
Delete	Deletes the selected signature
Duplicate	Enables users to duplicate the signature.
Add to All Pages	Enables users add initials/a signature to every page. This feature is more convenient in instances where each page requires initials.

How to Sign a Document in a Workflow

Step	Description
1	Click on the "Open" button of the relevant Action Request Card.
2	Click on the Signature icon in the vertical toolbar.
3	Create/select the relevant signature.
4	Place the signature in the relevant spot on the document.
5	Click on 'Complete Action' and select the relevant response.
6	Click on the 'Submit' button.

Here is an example of signing a document in a workflow:

Example: Signing a Document