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Signing Documents in Workflow

If a document needs to be signed follow these steps:

  1. Access the document in your Inbox in OnBase Workflow by clicking on the document.

Document highlighted to select.

  1. Click on the Signature tab at the top of the screen.

Signature tab with an arrow pointing at it.

  1. Click on Sign Document.

Sign Document button with an arrow pointing at it.

  1. Select the signature type you want to use. This will place your signature on the document. You will be able to move the signature to where it needs to be on the document.

Types of signatures that can be selected.

  1. Once the signature is where it should be click on the Save button on the Ribbon.

Save button with an arrow pointing at it.