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How to sign Purchase transactions

Transaction Signing Process

To obtain approval for a transaction, you may submit an approval request or sign the transaction directly. This section explains the transaction signing process.

The signing feature applies to the following transaction types:

  • Purchase Requests

  • Quotations

  • Purchase Orders

  • Purchase Invoices

  • Payments

Follow the steps below to configure and use the signing process.

Configure Approval with Sign Action

Step 1: Navigate to the Purchase module and select the Settings menu.

Step 2: Select Approval and click the New Approval Setting button.

Step 3: On the New Approval Setting page, create an approval configuration with the Action set to Sign.
In this example, the approval flow is configured for Purchase Orders.

Submit Transaction for Signing

Step 4: Navigate to the Purchase Order menu and create a new Purchase Order.
Once the Purchase Order is created, click Send Approval Request.

Sign the Transaction

Step 5: Log in using a Signer account and click Sign on the approval request.

There are two available methods to sign a transaction:

Manual Signature

  • Select Sign

  • Draw the signature

  • Click Sign to confirm

Upload Signature

  • Select Upload

  • Choose an image file

  • Click Sign to confirm

Note: Only .PNG and .JPG image formats are supported for uploaded signatures.

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