This documentation supports the 20.08 and 20.08.01 versions of BMC Helix Business Workflows.

To view the documentation for the previous version, select 20.02 from the Product version menu.



Enabling users to digitally sign documents

As an administrator, you can configure BMC Helix Business Workflows to enable users to digitally sign documents from within a case. BMC Helix Business Workflows supports integration with the following digital signing products:

  • Adobe Sign
  • DocuSign

Case business analysts can create an automated task so that documents to be signed are automatically sent to Adobe Sign or DocuSign, and the digitally signed documents can be stored within the case. When the task is triggered, the digital signing process is initiated, and the digitally signed documents are saved in the case.

The following table describes the actions that an administrator, a case business analyst, and a case agent must perform to enable users to digitally sign documents:

Task

Role

Product

Action

Reference

1Administrator
  • Adobe Sign
  • DocuSign
  • BMC Helix Platform
  • BMC Helix Business Workflows

Configure Adobe Sign or DocuSign to work with BMC Helix Business Workflows.

Integrating BMC Helix Business Workflows with Adobe Sign

Integrating BMC Helix Business Workflows with DocuSign


3Case business analyst

BMC Helix Business Workflows

Create the automated task for automatically sending documents for digital signing.

Creating automated tasks for automatically sending documents for digital signature

4


Case business analyst

BMC Helix Business Workflows

Configure the process that must be triggered from the automated task.

Creating automated tasks for automatically sending documents for digital signature

5Case agent

BMC Helix Business Workflows

Add the automated task to the case and update the dynamic fields.

Sending and receiving documents for digital signature


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