{"id":21441,"date":"2022-04-11T13:59:06","date_gmt":"2022-04-11T11:59:06","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-electronic-signature\/user-guide\/validate-the-task-of-a-workflow\/"},"modified":"2026-05-13T09:37:06","modified_gmt":"2026-05-13T07:37:06","slug":"validate-the-task-of-a-workflow","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-electronic-signature\/user-guide\/validate-the-task-of-a-workflow\/","title":{"rendered":"Validate the task of a workflow"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"Validerlat&#xE2;ched'unworkflow-Utilisationdesworkflows\">Working with workflows<\/h2>\n\n<p>For more details on how to use a workflow, please refer to this page: <a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/workflow\/\">Workflow<\/a><\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Validerlat&#xE2;ched'unworkflow-Validationd'unet&#xE2;cheavecl'actiond'envoidesignature\">Validating a Task with the Send Signature Action<\/h2>\n\n<p>To complete a workflow task that requires a signature to be sent, and in the event that the signature profile selected in the action includes sending a signature to external recipients, the wizard below will be displayed.<\/p>\n\n<p>From this screen, you will have to fill in the contact details of the signatories and define the language of the emails and SMS sent.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/278200334.png\" alt=\"\"\/><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>The task is validated as soon as the signature request is sent and not when the signed document is returned. The workflow immediately moves to the next step.<\/p><\/blockquote>\n\n<p>If the signature profile only includes the signature of the logged-in user, you will only have to validate by clicking on the button in the wizard below. As soon as you click on the <strong>&#8220;Validate&#8221; button,<\/strong> a screen will appear in your Open Bee\u2122 Portal so that the user can sign the document.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908214.png\" alt=\"\"\/><\/figure>\n\n<p>If the task is set to automatic submission then the task is validated instantly.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Working with workflows For more details on how to use a workflow, please refer to this page: Workflow Validating a Task with the Send Signature Action To complete a workflow task that requires a signature to be sent, and in the event that the signature profile selected in the action includes sending a signature to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21403,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21441","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21441","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=21441"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21441\/revisions"}],"predecessor-version":[{"id":21452,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21441\/revisions\/21452"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21403"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}