Set up e-signature user groups

eSignature  •  Article  •  8/27/2025  • 

You can create user groups that require e-signatures to control which users are required to sign documents. Additionally, you can define users within each group and specify their role as primary, secondary, or other levels of signing authority.

To set up e-signature user groups follow these steps:

  1. Select the Search icon , enter eSignature User Group Management, and then choose the related link.
    The eSignature User Group Management page opens.

  2. The following fields are available:

    FieldDescription
    CodeDisplays a unique identifier for the user group.
    User Group NameDisplays a descriptive name for the user group (for example, purchasing, quality assurance).
    Enforce Signing HierarchyDisplays whether the checkbox is selected.

  3. On the action bar, select New to create a user group.

  4. Enter the required information in the following fields:

    FieldDescription
    CodeEnter a unique identifier for the user group.
    User Group NameEnter a descriptive name for the user group (for example, Purchasing, Quality Assurance).
    Enforce Signing HierarchyTurn on this toggle to enforce that signatures must be obtained in a specific sequence based on authority.
    Delegate Group CodeSelect the delegated user group code.

  5. On the eSignature Users FastTab, enter the required information in the following fields:

    FieldDescription
    User IDSelect the identifier of the user to include in the eSignature group.
    Signing AuthorityDefine the level of signing authority assigned to the user. Enter 1 for primary signer, 2 for secondary signer, and so on. The Signing Authority field value cannot have a value higher than the previous value. For example, you cannot assign 2 if there is no user with 1.
    MandatorySelect this checkbox if the user's signature is mandatory for document approval.

If you attempt to delete a user group that is currently in use, the system displays an error message.

If you modify the list of users or change signing authority, the system provides an informational message if there are any open signing requests for this user group.

The eSignature user group is created and ready for use in signature workflows.