Empowering users to request e-signing of documents from BMC Helix Innovation Studio

Administrators can integrate BMC Helix Innovation Studio with external e-signature service providers, such as Adobe Acrobat Sign and DocuSign to request e-signing of documents from your BMC Helix Innovation Studio applications. Documents are sent for e-signing to the selected recipients. After the documents are signed, a notification is sent to BMC Helix Innovation Studio by using a webhook configuration. You can then download these signed documents by using a process action.

Scenario

Apex Global wants to replace their manual process of verifying documents with a new process of e-signing documents on their employee onboarding portal. To replace this manual process, Apex Global integrates BMC Helix Innovation Studio with external service providers, such as Adobe Acrobat Sign or DocuSign.

Jonnie, an administrator at Apex Global configures the integration between BMC Helix Innovation Studio and Adobe Acrobat Sign or DocuSign. Ajay, an application business analyst configures a process that sends the documents to the external e-signature providers and receives notification after the documents are e-signed.

Britney, a new employee at Apex Global submits all the documents required by HR during the onboarding process. However, the documents need to be e-signed to verify their validity before uploading them on the employee onboarding portal.  

After Britney submits the documents, a request is sent to submit the documents for e-signing. Alex, a member from HR receives the request to e-sign the documents and signs the document by using one of the e-signature providers. A notification is sent to the recruiter to download the e-signed documents. These signed documents can now be uploaded to the employee onboarding portal to complete the onboarding process. 

The following image provides a high-level overview of requesting e-sign for documents from BMC Helix Innovation Studio application:

E-sign use case.png

Benefits

The e-signing feature of documents provides the following capabilities:

  • Supports integration with Adobe Acrobat Sign and DocuSign e-signature providers
  • Enables users to request e-signing from BMC Helix Innovation Studio applications
  • Notifies users with email notification after the documents are e-signed

Workflow for enabling e-signing of documents from your application

You must perform the following tasks for enabling e-signing of documents from your BMC Helix Innovation Studio applications:

Task

Role

Action

Reference

1

Administrator

Configure Adobe Acrobat Sign or DocuSign to work with BMC Helix Innovation Studio.

2

Application business analyst

Configure a process to send documents for e-signing.

3

Application business analyst

Configure a process to download the e-signed documents.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*