How to add Approval Signatures to Weever Process Forms

Key Takeaways

• Digital signatures in the Weever platform provide a robust mechanism for data integrity and regulatory compliance, specifically supporting FDA standards

• Unlike a traditional handwritten signature, a digital signature locks the associated fields immediately upon submission

• Once locked, these fields are no longer editable by standard users, ensuring that records cannot be tampered with after they have been verified

• Only users with administrator privileges retain the ability to modify locked data

• To implement this, administrators must select the "Name and Signature" field type, define a specific meaning for the signature (such as "Verified for Accuracy"), and choose exactly which data fields that signature will protect

• Operationally, the signing process requires re-authentication, where the user must select their name and enter their password to confirm their identity before the e-signature is applied

• For workflows requiring multiple levels of approval, each signature must be configured as a distinct task within the process template

"How-To" Guide: Implementing Approval Signatures

1. Add the Signature Field: In the Form Builder, drag and drop the "Name and Signature" field into your form
2. Define the Intent: Open the field settings to select a "Meaning of Signature" that clarifies what the user is approving
3. Select Protected Data: Use the configuration menu to select the specific fields that this signature will lock upon submission
4. Organize Approvals: For forms requiring multiple sign-offs (e.g., Operator and Supervisor), ensure each signature is set up as its own separate task in the process template
5. Sign a Record: To sign, the user must select their name from the dropdown and re-authenticate by entering their password
6. Finalize Locking: Submit the form to apply the e-signature and permanently lock the approved fields for standard users