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 |
|---|---|---|---|---|
| 1 | Administrator | Adobe Sign | Configure integration with BMC Helix Business Workflows. | |
| 2 | Administrator | BMC Helix Business Workflows | Configure integration with Adobe Sign. | |
| 3 | Case 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 |
| 5 | Case agent | BMC Helix Business Workflows | Add the automated task to the case and update the dynamic fields. |
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