Set up signed approvals
| The content of this website is last updated to F2 version 12. cBrain are working hard on supplying you with the newest documentation of F2. |
F2 Signed Approval has three fundamental functionalities:
-
Signature phrases, which are managed through phrase administration.
-
Automatic attachment of signed documents upon record approval, which is managed through document templates.
-
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.