Set up signed approvals
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F2 Signed Approval has three fundamental functionalities:
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Signature phrases, which are managed through phrase administration.
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Automatic attachment of signed documents upon record approval, which is managed through document templates.
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Automatic record creation upon record approval, which is managed through approval process setup.
An administrator sets up these features that can be used for many different types of processes where a signed approval is necessary.
It is also possible to use record participants and case templates to insert an email address as the recipient of the automatically created record.