Subject
There are multiple ways and scenarios that are supported by approval rules and digital signature options. This page tries to cover them to be able to select the best one for each case:
simple approval rule generated activity to one or more people from a record such as Purchase invoice, Internal order etc. (standard)
multi-level approval activity generated in a way where the mother activity is meant for storing the common information such as comments, but for each approver, there is a separate sub-activitiy created to manage the approval itself
approval task created from Excellent Portal which is used to approve any document generated outside of the system e.g. supplier contract, internal guidelines of some sort etc. Works the same way as approval activity, but is created by the user instead of an Approval rule
approval task with a digital signature - if the activity type of the approval has this checked, the portal will require a digital signature via Dokobit. Can be used with external signers as well if they are added via the Excellent portal
signing task that can be generated from customer-facing documents such as Quotations, Sales orders, Invoices, Work sheets. External signers can also be added via the Activity record Operations menu
Description of solution / instructions
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