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Overview
Approval reviewers in a custom workflow state are managed by editing the approval using the workflow builder visual editor in the space settings document management dashboard.
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The approval can be configured to require all reviewers to authenticate their identity before undertaking the approval.
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The Requires e-signature optionrequires all reviewers to use an e-signature to authenticate their identity using their email and a token generated by a third-party authentication app.
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Reviewer credentials requirementThe approval can be configured |
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as Requires e-signature |
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to require authentication of reviewer identity. To set the requirement for user authentication, in the Advanced settings
Choosing the e-signature option means that a reviewer must configure the setup of an authentication token as part of 2FA Authentication for the site. An approval that requires credentials is displayed in the workflow visual builder with a padlock appended to the approval icon in the state editor.
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An approval that requires credentials is displayed in the workflow state editor with a padlock appended to the approval icon. On the page, a user undertaking the approval in the workflow popup must activate the approval options to approve or reject the content by entering
The first time a user opens the workflow popup in a state with an approval that requires an e-signature they are prompted to set up a personal code. If the user has previously set up their third-party authentication app, the user
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Adding the details enables the approval buttons in the workflow popup |
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. The e-signature validation occurs when the user makes an approval decision. |
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