Set up signed approvals

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.