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Question

Question

workflow for signatures

asked on October 26, 2017

I'm trying to create a simple workflow that will allow user1 to sign a PDF and once it is signed, workflow will move it to user2 for final signature.  The get document signatures I have not used before.  Is this the way to go or should I use the verify pdf signatures in the workflow. 

My logic would say that when an electronic document has changed in a specific folder AND has a pdf signature, get the signature and verify it.  Update my metadata for user1 to say signature done and then move pdf to user2 folder and repeat looking for an electronic document change or signature verification process again.  Once user2 signs, update the metadata for user2 to done.  Final step would be when all users signed, move to completed folder.

So do I need logic that says who has to sign user1 or user1 and 2 or user 2?

Any suggestions?

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Replies

replied on October 26, 2017

Have you thought about using Forms instead of the PDF? I was able to take a PDF based employee contract process and run it through Forms thereby eliminating a lot of the issues inherent with using PDFs to obtain signatures.

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replied on October 26, 2017

in the near future I will look to see if it can do what we need.  I must concentrate on the PDF signatures and LF Workflow for now.

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