Adding Signatures and Steps to the ATLAS Firma Workflow Follow

Pre-requisites: Okta account
    Topics Covered
  • Adding Signatures to a Form
  • Adding Steps to a Workflow
    Target Users
  • All Users
    Required Permissions
  • Okta

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On the ‘Create Form’ page, users can place Add Signature blocks to any location on the newly imported form.   Users can add additional steps and also assign the signature workflow to any Okta user.

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Once the Step title and Assigned to portions are completed, select ‘Close.’

The right panel shows the signature steps in the workflow.  Users can add as many steps (signature assignments) in the workflow as needed to complete the form.

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Multiple Okta users can be assigned to the same signature step in the workflow.  To do this, simply place the cursor over the desired form location, click, and assign additional Okta users.

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To create another step in the workflow, for example if the supervisor must only sign after the employee has completed the first signature step, simply click on the Plus icon (mceclip5.png) next to ‘Add New Step’ and select the Okta user assigned to the next step of the signature workflow.

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