Adding Signatures and Steps to the Signature Workflow Follow

Topics Covered
Adding Signatures to a Form
Adding Steps to a Signature Workflow

Target Users
All Users

Required Permissions
n/a

My Forms - Adding Signature Blocks

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.

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.

Adding Multiple Signatures to the Same Step

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.

To create another step in the workflow, for example if the employee must sign prior to the supervisor, simply click on ‘Add New Step’ and select the Okta user assigned to the additional step.

Creating a New Step

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 () next to ‘Add New Step’ and select the Okta user assigned to the next step of the signature workflow.

Related Article:  Adding a Form to ATLAS Firma

Related Video:  Creating a Signature Workflow

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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