Sign and Witness

Modified on Fri, 10 Feb 2023 at 12:27 PM

Labfolder offers users two Apps for data validation, Sign & Witness and Signature Workflows:

  • The free Sign & Witness App allows you to sign and request 1 more witness.
  • Signature Workflows, however, is a paid upgrade designed to create complex validation workflows, including multiple witnesses and the option to comment on approval or rejection actions.

In order to apply the Sign & Witness process, you need to have a non-private project shared with at least one other member, and both parties need to have the Sign & Witness add-on activated (Navigate: MANAGE > Apps). Apart from this, you need to follow the steps below.


TABLE OF CONTENTS


Signing


  1. Once you have completed your entry, choose Sign entry from the vertical-dots menu.

  1. You can either Sign Via IAM or Sign Manually.

  1. If you have clicked Sign Via IAM, you have to authenticat by entering your password. Click LOGIN to continue.

  1. And, in case Two-Factor Authentication is active, you are also prompted for a on-time code. Enter the code and click AUTHENTICATE to continue.

  1. In case you have set up a public group and invited a member or you are member in someone's public group, you may now invite to witness this entry.

  1. After you select a user from the list, you click SEND to execute the invitation.

  1. You may see this confirmation pop-up. Click OK to continue.

  1. In any case, the signature successfully applied will be visible like so.



Inviting a Witness


  1. To have someone witness, you will have to invite your designated candidate to be assigned and notified: choose Send entry to witness from the vertical-dots menu.

  1. Choose an applicable candidate from the list. If the list is not populated, you need to invite someone to the project in question to be eligible.



Witnessing


  1. The invitation will be accessible through DASHBOARD > Witnessing.

  1. Clicking an entry of the Witnessing assignment list will open a window much like your usually Labfolder view, albeit with just the one Entry and a WITNESS button at bottom center of the screen. It will also show the first signature.

  1. You can either Sign Via IAM or Sign Manually.

  1. If you have clicked Sign Via IAM, you have to authenticat by entering your password. Click LOGIN to continue.

  1. And, in case Two-Factor Authentication is active, you are also prompted for a on-time code. Enter the code and click AUTHENTICATE to continue.

  1. After having executed WITNESS, the Entry will now show two signatures.

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