SharePoint Collection Signature Workflow Configuration Steps
For details, please refer to:
https://support.office.com/zh-cn/article/-%E6%94%B6%E9%9B%86%E7%AD%BE%E5%90%8D-%E5%B7%A5%E4%BD%9C%E6%B5%81%E8%AF%A6%E8%BF%B0-ee27dc94-8b8d-4d2b-898c-1754a397cb2b
To go to the Add Workflow or Change Workflow page for the library or content type to which you want to add a workflow, do one of the following:
- For the library:
On the Settings menu, click Settings for the type of library you want to open.
For example, in a document library, click Document Library Settings .
Under Permissions and Administration , click Workflow Settings .
- For list content types:
On the Settings menu Settings menu , click Settings for the type of library you want to open.
For example, in a document library, click Document Library Settings .
Under Content Types , click the name of the content type.
Note : If the library is not set up to allow multiple content types, the Content Types section will not appear on the library's Customize page.
Under Settings , click Workflow Settings .
- For site content types:
Under Libraries, click Site Content Types .
Click the name of the site content type for which you want to add or change workflows, and then click Workflow Settings .
If a workflow has already been added to this library or content type, this step takes you directly to the Change Workflow Settings page, where you need to click Add Workflow to go to the Add Workflow page. If you haven't added any workflows to this library or content type, this step takes you directly to the Add Workflow page.
On the Change Workflow Settings page, click Add Workflow , or click the name of the workflow whose settings you want to change.
Do one of the following:
If you are adding a workflow, on the Add Workflow page, in the Workflows section, click the Collect Signatures workflow template.
If you want to change the settings of the workflow, on the Change Workflow page, follow the steps below to change the settings you want to change.
In the Name section, type a unique name for the workflow.
In the Task List section, specify the task list to use for this workflow.
You can use the default " task " ” list, or you can create a new one. If you use the default Tasks list, workflow participants will be able to easily find and view their workflow tasks using the My Tasks view of the Tasks list. If
this work A flow's tasks will leak sensitive or confidential data that you want to keep separate from your regular " task
" list, you should create a new task list. If your organization will have a large number of workflows or a workflow will involve a large number of tasks, you should create a new task list New task list. In this case, you may need to create a separate task list for each workflow.
In the History List section, select a history list to use for this workflow. The history list appears in All activities that occurred during each workflow instance.
You can use the default History list, or create a new one. If your organization has a large number of workflows, you may need to create a separate one for each workflow History list.
In the " Launch Options " section, specify how, when, or by whom the workflow should be launched.
Note:
Only if support for major and minor versioning is enabled for the library, and the workflow template is selected The option "Initiate this workflow to approve major versions of an item for publication" is only available when available for content approval.
If you want to add this workflow to a site content type, specify in the "Update lists and site content types" section whether To add this workflow to all content types that inherit from this content type.
Note: The Update List and Site Content Types section appears on the Add Workflow page only for site content types.
Click OK.
Start the Collect Signatures workflow on a document or workbook
Before starting the Collect Signatures workflow, you must save the document or workbook for which you want to collect signatures to the SharePoint library that contains the Collect Signatures workflow. You must have at least the "Edit Item" permission to start a workflow. Some workflows may require that you also have the Manage Lists permission to start a workflow on a document or project.
Note: If you want to ensure that workflow participants receive email notifications and reminders about their workflow tasks after starting a workflow, check with your server administrator to ensure email is enabled for your website .
If the library is not already open, click its name on Quick Launch .
If the name of the library is not displayed, click View All Site Content, and then click the name of the library.
Point to the document or you want to start the signature collection workflow, click the arrow that appears, and then click Edit Workbook in the program name.
If the document or workbook does not already contain signature lines to capture the digital signature to be collected, insert them now.
how?
In an open Office Word 2007 or Office Excel 2007 document, position the pointer in the document where you want to add the signature line.
On the Insert tab, in the Text group, click the arrow next to Signature Line, and then click Microsoft Office Signature Line.
In the Signature Settings dialog box, type information about the person to sign on this signature line. This information appears directly below the signature line in the document. Do any of the following:
Type the signer's name in the Suggested signer box.
Type the signer's organizational title, if any, in the Suggested Signatory's Title box.
Type the signer's email address, if available, in the Suggested Signer Email Address box.
If you want to provide the signer with any instructions, type those instructions in the Signer Instructions box. These instructions will appear in the Sign dialog box used by the signer to sign the document.
If you want signers to be able to add signatures and comments, select the "Allow signers to add comments in the 'Sign' dialog box" check box.
If you want to display the date the signature was added to the signature line, select the Show date of signature in signature line check box.
Click OK.
To add additional signature lines, repeat steps 1 through 7.
If you added a new signature line, click the Office Button, and then click Save to save your changes.
If the document is already checked out, the document must be checked in to start the workflow. To check in a document, click the Office Button, point to Server, and then click Check In.
To start a workflow, click the Office Button, and then click Workflow.
In the Workflow dialog box, locate the Collect Signatures workflow that you want to use, and click Start.
In the Workflow Name dialog box, type the name of the person you want to sign the document in the appropriate Signer row, or click to select the person's signature from the directory service.
If you want to assign signature tasks in the order in which the signature lines appear in the document, select the "Require signatures in the order above, not all at once" check box.
Note: This option is only available if the document contains multiple Microsoft Office signature lines.
If you want others to be notified when the workflow is initiated (instead of task assignments), type their name in the Cc line, or click Cc to select individuals and groups from the directory service.
Click Start.
Complete the Collect Signatures workflow task
To complete the Collect Signatures workflow task by adding a signature to a document, you must complete the task from Office Word 2007 or Office Excel 2007. However, you can edit the Collect Signatures workflow task on the server so that delegating the task to someone else or specifying your signature is no longer necessary.
Sign a document to complete the Collect Signatures workflow task
In your email task message, click the Edit this task button, and then click Open Document .
In the message bar at the top of the active document, click Sign .
Note:
If the library in which this document is saved requires the document to be checked out before editing it, you will need to click Check Out in the message bar before clicking Sign.
If signatures are requested in multiple places in the document, click View Workflow Tasks in the message bar. In the Workflow Tasks dialog box, select a task and click Open to sign at a specific location. Repeat these steps for each signing task listed.
To add a signature to a document, do one of the following in the Signature
dialog box: To add a printed version of your signature, type your name in the box next to the "X".
To choose an image for your handwritten signature, click Choose Image. In the Select Signature Image dialog box, find the location of the signature image file, select the desired file, and click Select.
To add a handwritten signature (Tablet PC users only), use the ink function to sign in the box next to the "X".
In the Sign dialog box, click Sign.
Edit the Collect Signatures workflow task on the server
Go to your website's Tasks list and select My Tasks on the View menu to find your workflow tasks.
Note: If your workflow does not use the default Tasks list, your workflow tasks may not appear in the Tasks list. To find your workflow tasks, go to the library where your workflow project is saved. Point to the desired item, click the arrow that appears, and then click Workflow. Under Running Workflows, click the name of the workflow you are participating in. On the Workflow Status page, under Tasks, find your workflow task.
Point to the name of the task you want to complete, click the arrow that appears, and then click Edit Item.
Do one of the following:
To assign the signing task to another person, type the person's name on the Delegate line, or click Delegate to select the person from the directory service.
To indicate that the signature line has been signed, or that your signature is no longer required, under Update Tasks, select the Signed this signature line is no longer required check box.
Click OK.