From the Settings page of Workflow Management, you can activate EchoSign. When enabled, this feature allows a document to be loaded within a workflow step that can then be electronically signed by one or more resources. The resulting signed document can then be automatically attached to the Documents screen of the employee to which the workflow is associated.
Navigating to Workflow Management
- Expand Settings and click Workflow Management from the menu.
- Click Settings from the top menu bar.