Rename Digital Signature Approval with airSlate SignNow

Rename digital signature approval

one of ultimate forms features is the ability to add a digital signature field into a list creating an approval point for managers even better is the fact that the field can be tied to changes in the list item and re approval required under predetermined circumstances here's a very simple example in this task list we'd like to have a manager sign off when a project is assigned if it's reassigned and whenever there are changes to the project status start by selecting the list tab and then clicking the ultimate forms puzzle-piece icon in ultimate forms scroll down to the configure columns area and click signatures we're going to add a new signature column to the form so enter signature in the create new field we're also going to require that this field contain information for the signature settings will select assigned to and status as the triggers so if anything changes in these fields on the list that will require re-approve 'el and signature for approval type you can have just a checkbox or a handwritten signature a declarative or a handwritten I'm gonna select the signature type to handwritten because that's kind of cool I'm also going to set the signature area to be always expanded and the people can enter the signature manually just for ease of viewing then we'll click create and return to the list in SharePoint you can now see that the signature column has been added to the list and it's pretty obvious that we need a signature so let's go back in and edit the item you can see that there is a new signature field added to the form so we'll add a name into the little field there and then we'll draw in badly the signature and then click Save when we're done the list item now shows as OK with a green check mark next to the signature field and the signers name displayed now the way that we set this up if an item gets reassigned or the status changes the signature will be invalidated and re approval required so let's change the assignee and see what happens we'll go back into edit the item I'll change the assignee and I'll save the record and there we are as you can see the list item in the view once again shows as needing a signature requiring a signature is just one possible step of a robust approval workflow other things you would want to consider to flesh out the process would include an alert to notify managers of change and the need to realign alerts for additional information it would also be a nice addition to capture a history of all changes see the article on creating a history log for information on that process thank you for watching you