E-Signatures

Overview

The e-signature feature allows workflow authors to require that users authenticate their identity to activate and undertake an approval.

• the approval must be configured to require user authentication.

The workflow popup will contain a credentials prompt for the user.

Global administrators can set the authentication process to be based on either the Confluence username and password or a signing token generated by a third party authentication app.

Workflow authors can configure each approval to require user credentials.

Global configuration of credentials required for a reviewer

E-signature credentials required for approvals in the workflow can be configured globally to use either:

• the user's Confluence username and password.
• the user's Confluence username and a signing token generated by a third-party app.

This is configured in the global Comala Document Management E-Signatures Configuration screen.

 User authentication will only be requested for an approval configured to require reviewer credentials.

If Signing Token is selected:

• each user must set up their own account for the instance with an authentication app.
• users with active signing token accounts will be listed in the Comala Document Management E-Signature Configuration screen.

Editing an approval to require credentials for a reviewer

Each approval can be edited using workflow builder to set the requirement for the submission of credentials by a reviewer to activate and undertake the approval.

The approval can be configured to require the credentials submitted in the workflow popup as one of the following:

• no user authentication
• password authentication
• username and password authentication

If global configuration for e-signature is set for the use of the user's Confluence username and password the credentials prompt in the workflow popup will be either:

• the user's Confluence username and the user's Confluence password
• the user's Confluence password

If global configuration for e-signature is set for the use of a signing token the credentials prompt in the workflow popup will be either:

• the user's Confluence username and the signing token
• the signing token

If a signing token is required the first time user will need to set up an authentication app.

The authentication app can then be used to generate a time-based signing token required for each approval.

Related Links

User Guide

• E-Signature
• Workflow popup credentials prompt
• Reviewer authentication
• Authentication apps
• Using an approval signing token to undertake a review

Authoring Guide

• Set up a reviewer signing token

Confluence Administration

• E-Signatures configuration - global