This documentation supports the 20.02 version of BMC Helix Business Workflows.

To view the documentation for the previous version, select 19.11 from the Product version menu.



Enabling users to electronically sign documents

Documents can be digitally signed in BMC Helix Business Workflows by using Adobe Sign. As an Administrator you configure the Adobe Sign account for BMC Helix Business Workflows, and as a case business analyst you create an automated task template so that documents to be signed are automatically sent to Adobe Sign, and the digitally signed documents are stored within the case. As a case agent, you add the automated task to your case and update the fields added by the task. The task process automatically initiates the digital signing process and saves the digitally signed documents to the case.

Workflow

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

Task

Role

Product

Action

Reference

1Administrator

Adobe Sign

Configure integration with BMC Helix Business Workflows.

Integrating with Adobe Sign

2Administrator

BMC Helix Business Workflows

Configure integration with Adobe Sign.

Integrating with Adobe Sign

3Case business analyst

BMC Helix Business Workflows

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

Creating automated tasks for automatically sending documents for electronic signing

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 electronic signing

5Case agent

BMC Helix Business Workflows

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



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