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Configuring Electronic Signatures 

This page describes how you can configure the Electronic Signature Fields Signatures app for the versions 3.0 and above. The documentation for the previous versions can be found here.

The following settings are optional but gives give you flexibility and enables enable you to change credentials validation rules.

  1. Go to Jira Administration > Add-ons> Electronic Signature Fields > Configuration. →  Manage Apps → Electronic Signatures → Configuration. 

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  2. Set up your 'Username check' sensitivity and  and Maximum invalid login attemptsopt how to display Validation error message as a popup message or on the transition screen.

    Info

    This feature is available starting with version 2.0.1 for Jira 8 and above. The ability to select displaying of Validation error message is available starting with 3.0.3 version.


  3. Starting with version 3.0.0 you can use ESF ES validator to request several signatures on Issue transition by notifying users via email. Specify how this email should look like for the approver(s): 


FieldDescriptionExample
Email from addressThe default address the Jira server will use to send emails from. This should be an allowed by your SMTP server email address.approvals@cprime.io
Email subjectThe subject for the email.Please approve status change on ${issueKey}
Email templateThe email body the approver(s) will receive.

Dear ${signee.displayName},
This is to let you know, <a href="$issueWebLink">$issueKey</a> transition change requires your approval.
Please approve!
Regards,

Email frequency

This checkbox enables you to send emails to required approvers only on the first try to make an Issue transition with

ESF

ES validator

Info

The feature is available starting with 3.0.1 version.


If multiple validators are set up on different transitions the setting will be applied to all transitions.


5. Starting with version 3.0.2 for Jira 8 and above you may use Password autocomplete which enables to paste password within ES password field. Kindly note that this action is not recommended by Title 21 CFR.

6. Starting with version 3.0.4 you are able to set up ES post function to notify signatories that their signature is required before the issue achieves a particular state.

7. Starting with version 3.0.6 you may select how to display Electonic Signatures tab (prev. Issue Sign Information tabin a ticket. It's possible to place it separately or as a part of the Activity tab.

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8. If you want to retain the value in the Electronic Signatures fields during bulk moving tickets between projects, mark Issue actions checkbox on the configuration. This feature is available starting with version 3.0.8-jira8 and above.

In addition, you can specify the Project roles fieldUsers from these groups are not committed to enter password on Issue editing screen.

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That's it. Electronic Signature Fields Signatures are now set up.

What's next?

ESF ES - Requesting specific group or user to sign