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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.

Excerpt
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Reviewer credentials requirement

The 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

  • navigate to Credentials

  • choose Requires e-signature

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  • each reviewer is required to confirm their identity using an e-signature to activate the approval

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.

Info

The Quality Management System Workflow bundled with the app includes approvals that require reviewer authentication.

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An approval that requires credentials is displayed in the workflow state editor with a padlock appended to the approval icon.

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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

  • their email

  • and a time-based token generated by a third-party app

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.

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If the user has previously set up their third-party authentication app, the user

  • adds their email

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  • a third-party-generated time-based authentication token

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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