{"id":34005,"date":"2024-03-22T11:00:21","date_gmt":"2024-03-22T15:00:21","guid":{"rendered":"https:\/\/blogs.solidworks.com\/tech\/?p=34005"},"modified":"2024-03-19T19:02:37","modified_gmt":"2024-03-19T23:02:37","slug":"e-signature-configuration-in-3dexperience-a-covert-guide","status":"publish","type":"post","link":"https:\/\/blogs.solidworks.com\/tech\/2024\/03\/e-signature-configuration-in-3dexperience-a-covert-guide.html","title":{"rendered":"E-signature configuration in 3DEXPERIENCE- A covert Guide!"},"content":{"rendered":"

Ever wondered to slick your collaboration & approval process for different tasks? Worried about recording user-specific approvals for series of tasks? If yes, then this blog is for you!<\/p>\n

In the ever-evolving landscape of Product Lifecycle Management (PLM) systems, organizations are constantly seeking innovative ways to streamline processes, enhance collaboration, and ensure compliance. The 3D<\/strong>EXPERIENCE Platform provides the ability to setup an electronic signature by entering your credentials for task approvals & can be configured easily along with the Collaborative Industry Innovator role.<\/p>\n

Step 1: Accessing Administration Console<\/strong><\/p>\n

Log in to the 3D<\/strong>EXPERIENCE platform with administrative credentials and navigate to the Platform Administration dashboard. This console is where you can configure various settings, including those related to e-signatures. Now look for the Collaborative Spaces Configuration Centre present inside the Content tab. From the several row present find the \u2018Approval E-signature\u2019.<\/p>\n

\"\"<\/p>\n

\u00a0Step 2: Define E-Signature Policies<\/strong><\/p>\n

In the Approval E-signature, you will define the policies that govern e-signatures in your ENOVIA environment.<\/p>\n

To mandate the use of e-signature for approval tasks, select an option from the
\nConfigure E-Signature\u00a0list.<\/p>\n

\"\"<\/p>\n

Let\u2019s choose to configure E-signature based on if \u2018Specified in Route template\u2019.<\/p>\n

\"\"<\/p>\n

Step 3: Define workflow templates<\/strong><\/p>\n

In the workflow configuration, create or modify templates to include e-signature steps. This ensures that the e-signature process seamlessly integrates with your existing workflows.<\/p>\n

\"\"<\/p>\n

Go to Route management & create new route template of type \u2018Approval\u2019
\nAdd a Title & description for Approval route base purpose & at the end select approval with Signature.<\/p>\n

Now go ahead & release the template after adding necessary tasks.<\/p>\n

\"\"<\/p>\n

Step 4: Rollout & monitor<\/strong><\/p>\n

Deploy the E-signature & test it while creating a new route based on any created route template that requires E-signature.<\/p>\n

\"\"<\/p>\n

Now select the task to approve in Route Management application while giving approval comments.<\/p>\n

\"\"<\/p>\n

Thus while approving the task user is required to enter user name & password as E-signature.<\/p>\n

\"\"<\/p>\n

By following these step-by-step guidelines, you can seamlessly integrate electronic signatures into your existing workflows, empowering your teams to collaborate more effectively while ensuring the integrity and traceability of critical documents.<\/p>\n

As industries continue to embrace digital transformation, the integration of E-signatures stands out as a pivotal step towards a more streamlined and future-ready PLM ecosystem.<\/p>\n","protected":false},"excerpt":{"rendered":"

Ever wondered to slick your collaboration & approval process for different tasks? Worried about recording user-specific approvals for series of tasks? If yes, then this blog is for you! In the ever-evolving landscape of Product Lifecycle Management (PLM) systems, organizations<\/p>\n... Continued<\/a>","protected":false},"author":661,"featured_media":34173,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2498,21,1577],"tags":[484,889],"class_list":["post-34005","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-3dexperience","category-solidworks","category-solidworks-visualize","tag-3dexperience","tag-solidworks"],"acf":[],"_links":{"self":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts\/34005","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/users\/661"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/comments?post=34005"}],"version-history":[{"count":30,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts\/34005\/revisions"}],"predecessor-version":[{"id":34210,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts\/34005\/revisions\/34210"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/media\/34173"}],"wp:attachment":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/media?parent=34005"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/categories?post=34005"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/tags?post=34005"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}