6.10 Configuring Digital Signature Support

This section describes how to use Designer to configure provisioning request definitions to support digital signatures. To configure a provisioning request definition to support digital signatures, follow the steps outlined in the following table.

Table 6-13 Steps for Specifying Digital Signature Support in Workflows

Step

Task

Description

1

Create one or more digital signature declarations.

See Section 6.10.2, Creating a Signature Declaration.

2

Specify whether a digital signature is required to initiate a provisioning request.

In the Workflow panel, click the Start activity and set the following properties:

3

Specify whether a digital signature is required for each approval step within the workflow.

Each approval step can have more than one outgoing link. You must specify the Digital Signature Required property and the Signature Declaration properties for each approval step and each outgoing flow path. For a description of the property settings, see Section 6.10.1, Digital Signature Workflow Properties.

4

Determine the forms that contain a title control.

Title controls have a property called Display title in signed form document. Determine for your application and use of digital signatures whether this property should be set to true or false. For more information on this property, see Section 5.5.20, Title.

6.10.1 Digital Signature Workflow Properties

Table 6-14 Digital Signature Settings

Setting

Description

Digital Signature Type

Specifies whether the digital signature uses data or form as its type:

  • Data: Specifies that the XML signature serves as the user agreement. When you select Data, the XML data is written to the audit log.

  • Form: Specifies to generate a PDF document that includes the digital signature declaration. This document serves as the user agreement. The user can preview the generated PDF document before submitting a request or approval. When you select Form, the PDF document (encapsulated in XML) is written to the audit log.

Digital Signature Declaration

Specifies a digital signature confirmation string that certifies the user’s signature. See Section 6.10.2, Creating a Signature Declaration.

6.10.2 Creating a Signature Declaration

  1. Open the Signature Declarations tab.

  2. Click to add a row, then fill in the fields as follows:

    Field

    Description

    Signature Declaration ID

    A unique identifier for the signature declaration. This ID is displayed in the drop-down for the Digital Signature Declaration.

    Language

    Choose a language and specify the signature declaration translation for that language. The signature declaration string is also exported as part of the Provisioning view’s Export > Export Localization Data so that you can send the declaration to be localized as part of the rest of the User Application display labels and strings.

    Signature Declaration

    The string to display in a form as the signature declaration.

  3. Click Save.