Entering electronic signatures

Depending on the workflow, you may be required to enter an electronic signature for compliance purposes when changing the workflow state on files. Signature information, including when files entered a specific workflow state, is stored in the Surround SCM database.

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 performing an action that changes a file's workflow state.

2. Enter your signature.

A signature may require a username, password, and reason for signing off on the file. If you log in to Surround SCM 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 Surround SCM 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 Surround SCM. If the provider does not prompt you to authenticate, your electronic signature is not valid. Contact your administrator for help.