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
- Once you have completed your entry, choose Sign entry from the vertical-dots menu.
- You can either Sign Via IAM or Sign Manually.
- If you have clicked Sign Via IAM, you have to authenticat by entering your password. Click LOGIN to continue.
- 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.
- 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.
- After you select a user from the list, you click SEND to execute the invitation.
- You may see this confirmation pop-up. Click OK to continue.
- In any case, the signature successfully applied will be visible like so.
Inviting a Witness
- 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.
- 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
- The invitation will be accessible through DASHBOARD > Witnessing.
- 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.
- You can either Sign Via IAM or Sign Manually.
- If you have clicked Sign Via IAM, you have to authenticat by entering your password. Click LOGIN to continue.
- 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.
- After having executed WITNESS, the Entry will now show two signatures.