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Approval Workflow and
Signatures

Workflow summary

Draft → (Submit for Review) → Review → (All steps signed) → Final Approve → Approved

Approvals tab during review

Review history with audit entries

Each approval step shows:

Column Description
Step Order and role (Manufacturer, Customer, Third party)
Assigned to User or external signatory
Status Pending / Approved / Rejected
Actions Sign digitally, Send invitation, Reject

Digital Signature Modal

Screen Overview

Purpose: Capture a legally traceable digital
signature for an approval step.
When to use: Assigned signatory clicks Sign
digitally
on the Approvals tab.

Screenshot

Digital signature modal

Field Reference

Field Description Required
Saved signature Pre-stored signature from user profile No
Draw signature Canvas for new signature Yes (if not using saved)
Comment Optional signing comment No

Action Buttons

Button Description
Use this signature Apply stored signature from profile
Clear Erase drawn signature
Cancel Close without signing
Sign Submit signature for this step

User Instructions —
Sign an approval step

  1. Open a WPS in Review status.
  2. Go to the Approvals tab.
  3. Click Sign digitally on your assigned step.
  4. Use Use this signature or draw on the canvas.
  5. Add an optional comment.
  6. Click Sign.
  7. When all steps are signed, use Actions → Final Approve
    WPS
    .

Changing WPS content after a signature invalidates signatures and
requires re-signing.