Enable Signatory Page in Event Wizards

Administrators can add the Signatory page to event wizards so that users can provide signatory details while completing the event wizard.

Note

System Tools can only be accessed and configured by users with administrator rights.

  1. Go to System Tools > System Options > Misc.

  2. Find and select the Prompt for signatory when performing events option.

  3. Select Finish.

    On the Action page of relevant wizards, the Select signatory for documents and forms option displays and is selected by default.

    When the user chooses Next on this page, they are taken to the Signatory page where they can enter details about the signatory.

    Note

    The user can proceed without adding a signatory to the process by clearing the Select signatory for documents and forms checkbox.