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Prerequisites

ES cloud - Configuring Electronic Signatures

Signing an Issue

1. In the Jira Issue that you want to sign, click E-Signatures either from Issue actions or Issue itself.
   
   
   
   

2. Once click, this will open the E-Signatures page.
   
   
   
   

   Info
   Users can edit Meaning on their own. The maximum field length is 250 characters.

   
   
   

3. Click Send Pin to receive your personal Pin code via email.
   
   
   
   
4. Insert your personal Pin and you're all set.
   
   
   
   

Preventing unauthorized Issue transitions

To prevent unauthorized workflow transitions you would need to set up the E-Signatures validator. Validators check that any input made to the transition is valid before the transition is performed. 

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• Current user validator - Issue contains user E-Signatures
• Multiple users (group) validator - Issue contains E-Signatures of a group of users

Current user signatures Validator

Let's see the E-Signatures Validator in action. The use case is the issue have to be signed by the current user so that it can be moved from  In Progress to Done.

To do so, perform the following steps:

Adding a validator to a transition

1. Select your Project → Project settings.
2. Click Workflows and then Edit for the relevant workflow.

3. In diagram mode, select the transition arrow. In text mode, select the transition's name from the Transitions (id) column.

4. In diagram mode, click Validators in the properties panel to show the triggers configured for the transition. In text mode, select the Validators tab.

   
   
   
   

5. Click Add validator, select Issue contains user E-Signatures from the available validators and click Add. 

   
   
   
   

And you're all set.  The issue now has to be signed by the current user so that it can be moved to Done.  

Multiple users signatures Validator

If you want an issue to be signed by multiple users before transition, you need to set up Issue contains E-Signatures of a group of users validator. 

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That's all. The issue now has to be signed by users from the group so that it can be moved to the next state. 

Reset E-Signatures Post Function

Sometimes you need to verify each step of the transition, for that Reset E-Signatures post function will be helpful. To configure it, perform the following steps.

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And that's it. Now once set up, all E-Signatures on the Issue will be cleared.

Request E-signatures by sending E-mail

You are able to notify users that their signatures are required by sending E-mail using ES Email Issue post function. You need to create a group for these users.

Best Practice: To set up the post function one transition earlier E-Signatures validators.

ES Email Issue Post Function

To configure it, perform the following steps.

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