Signing Records (Advanced Workflow)
Once you have configured a signature transition in advanced workflow, users can electronically sign records.
On this page
Signing Records for Security
Electronic signatures add another layer of security by allowing users to authenticate before interacting with content.
Electronically Sign a Record
- Open an existing record.
- Click Edit.
- Below the Record menu, click the advanced workflow button that corresponds to your signature.
Note: If the rules for this signature are not met, a warning appears. Click OK to edit the record. See your administrator for this signature's rule criteria.
- In the Signature Authentication dialog box, use the procedure that is configured by your Archer Administrator for signatures.
- Enter the password that matches your Archer login username. You cannot authenticate with another user's credentials.
- Click Send PIN. Enter the PIN sent to the default email associated with your Archer login username before the PIN expiration noted in the Signature Authentication dialog box.
Note: You may have 1 active and valid PIN at a time. For a new PIN, click Resend PIN. You can request a PIN a set number of times as defined by your administrator.
- Continue to the SAML identity provider login page and provide required credentials.
Note: Authentication is unsuccessful if any of the following conditions are true:
- Your account is locked out or inactivated.
- You attempted authentication during dates or days of the week where authentication requests are not allowed.
- Your session has timed out.
Note: If authentication fails, the user is locked out of Archer according to the established security parameters. Wait the allotted time period before attempting to sign the record again, or contact your Archer administrator.
- Click OK. Your record is signed.
Note: If the record changes in such a way that the signature rules are no longer met, a warning is displayed. To continue, you must refresh and update the record appropriately.
- Click Save.
See Also
