Entering electronic signatures

You may be required to enter an electronic signature for compliance purposes when you add, edit, or delete items, enter workflow events, or perform other actions. Electronic signatures are saved in the project’s audit trail, which tracks when and how data was modified.

If your organization uses an identity provider for logging in to Helix ALM clients, the administrator should review important information about configuring the provider to make sure signatures are valid. See the license server help for information.

1. The Signature Required dialog box opens after making a change to an item.

2. Enter your electronic signature.

A signature may require a username, password, and reason for making the change. If you log in to Helix ALM using an identity provider, the Username and Password fields are not available. Skip to step 3 to authenticate after you enter a change reason, if required.

3. Click Sign to save the signature.

If you log in to Helix ALM using an identity provider, the provider web page opens. Enter your credentials to authenticate. When authentication is successful, the signature is saved and then you can return to Helix ALM. If the provider does not prompt you to authenticate, your electronic signature is not valid. Contact your administrator for help.