{"id":21416,"date":"2022-04-11T13:59:04","date_gmt":"2022-04-11T11:59:04","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-electronic-signature\/administrators-guide\/workflow-configuration\/"},"modified":"2026-05-13T09:36:58","modified_gmt":"2026-05-13T07:36:58","slug":"workflow-configuration","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-electronic-signature\/administrators-guide\/workflow-configuration\/","title":{"rendered":"Workflow Configuration"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"Configurationduworkflow-Utilisationdesworkflows\">Working with workflows<\/h2>\n\n<p>For more details on how to use and configure a workflow, please refer to this page: <a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/administration-du-workflow\/\">Workflow Administration<\/a><\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Configurationduworkflow-Param&#xE9;traged'unet&#xE2;chedeworkflowaveclemoduledetrue\">Setting up a workflow task with the Electronic Signature module<\/h2>\n\n<p>The Electronic Signature module adds a new action to the workflow.<\/p>\n\n<p>This new action allows you to schedule a signature to be sent when the task is validated.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908225.png\" alt=\"\"\/><\/figure>\n\n<p>There are two parameters to set to send<strong> a manual signature request<\/strong> in a workflow:<\/p>\n\n<ul class=\"wp-block-list\"><li>The choice of the action to be carried out (signature request either during a task validation or during the refusal)<\/li><li>The choice of signature profile that will be used<\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908110.png\" alt=\"\"\/><\/figure>\n\n<p>For automatic sending, the action to choose is &#8220;<strong>Sign in automatic mode<\/strong>&#8220;<\/p>\n\n<p>There are three settings that need to be configured:<\/p>\n\n<ul class=\"wp-block-list\"><li>The choice of the signature supervisor. In the context, it can also be the validator of the task.<\/li><li>The choice of language<\/li><li>The choice of the different signatories<\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922683.png\" alt=\"\"\/><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Please note that a signature profile that requires the placement of a visual signature field is not compatible with automatic sending.<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Working with workflows For more details on how to use and configure a workflow, please refer to this page: Workflow Administration Setting up a workflow task with the Electronic Signature module The Electronic Signature module adds a new action to the workflow. This new action allows you to schedule a signature to be sent when [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21401,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21416","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21416","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21416"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21416\/revisions"}],"predecessor-version":[{"id":21425,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21416\/revisions\/21425"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21401"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21416"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}