E-Sign

The IFS Cloud electronic signature capability (Document E-Sign or E-Sign for short) allows you to send documents for signing in the context of any IFS business object ensuring a simplified and swift signing process.​ You can sign and countersign documents within the organization or with any external party. You simply need to enter the email addresses of the recipients in the E-Sign Reference dialog and send the document for e-sign. Adobe Acrobat Sign then sends the document by e-mail to each recipient. Once the signing is completed, the Cc recipients will receive an email with the complete document attached indicating that the signing process is finished.

In order to use this capability, you must have the e-sign permission set granted by a system administrator and you must be the responsible person of the document revision which is to be sent for e-sign.

Additionally, various send options are available for use when sending a document file for e-sign. They are listed below:

• Sequential signing - If this option is selected, recipients will receive and sign the document in the order that their e-mail addresses were entered. If not, all the recipients will receive the document at the same time and can sign in any order.
• Set Reminder - Reminders can be configured for one of the following iterations: every day, every week, every business day, every other day, every third day and every fifth day.
• Set Completion Deadline - The deadline expires the transaction after the defined number of days. A scheduled database task Update Document ESign Status to Expired is available to update the e-sign status of documents, which are not completed before the deadline, to expired state. You can update the scheduling options to your preference in the page Database Task Schedule.
• Adobe Acrobat Sign Text Tags - These text tags are specially formatted text that can be placed in your signing document. They are converted into Acrobat Sign form fields when the document is sent for signature.

Examples of such text tags are:

{{Sig_es_:signer1:signature}}	A signature field assigned to the recipient identified as signer1.
{{N_es_:signer1:fullname}}	A read-only field for the recipient identified as signer1 to enter his or her full name.

For more information on Text Tags, refer the documentation on the Adobe website.

Documents can be tracked throughout the signing process via My E-Sign Documents and Document E-Sign Log.

Note: The e-sign functionality is only supported in IFS Managed Cloud installations. Remote or On-Premises installations are not yet supported.