With the new sign-off feature of cioplenu, you can now set in the editor who should be authorized to sign documents during signature interaction. To do this, select a group of people, such as group or department managers, or individual users. This ensures that signatures in your reports are only made by the authorized person.


Configure sign-off in the editor for roles and individual users

You can configure the sign-off feature in your documents with the signature interaction for individual persons or roles. Insert the signature interaction into your document. Click the arrow to open the interaction to configure additional settings.

If only a selected person should be authorized for the acceptance, select sign by users. You can enter and select a user via the search field.

Sign by user

Use the sign by role option if a defined group of people should be authorized to sign the report. You can enter and select a role via the search field. All users who belong to this role are eligible for signature.

Sign by role

Execute sign-off in the assistant

If you are authorized to use the digital signature, you can sign in the assistant in the reports using the digital signature button.

signature assistant

If you are not authorized for the signature, you can request the signature. To do this, click the request signature button.

request signature

If you have enabled tasks as a feature in your configuration, this will automatically create a task for the authorized user or role. To be notified automatically as soon as a task is assigned to you, you can enable e-mail notification in your user profile.


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