Workflow - Placing a rubric as a sign in Workflow with a task (Document from template)

[felipe_uribe]

Hi everyone.

I’m building a Workflow using the task “Document from Template”, because I need to send a Document for approval in several levels, but the thing is that each level has to place their sing (the rubric as a bitmap), those any one knows how can I do that without copy paste the bitmap because this is not an option for security regulations.

The Idea is when the process ends, one user get the final document in word as a Workitem jut to print the document which should have all the rubrics placed on the document.

Thanks a lot for you answer

Regards

Jaime Felipe Uribe

Bogotá – Colombia

[pokrakam · Accepted solution]

I don't think a word document is a good solution because it has exactly the limitations you discovered. This is not a workflow problem.

Have you considered using digital signing with Adobe forms? Not the SAP Adobe forms product, I'm talking about a regular Adobe form as you could use standalone outside SAP.

Have a look at this Adobe Video. If your organisation already uses digital IDs then you can skip the creating ID part completely.

You would set up a PDF, store it in SAP and send it out with each WF.

[felipe_uribe · Accepted solution]

Hi Mike, I think in the same way that you do, but I have a doubt, if I use Adobe forms which is my option, the problem that I'd have is that for any station for approvement, the PDF will have to be downloaded, signed and upload again as a attachment in Workflow? ... and it generate a lot of documents being keeping in workflow as an attachment, so I don't want to become Workflow in a "Document Management" module,....is that right?

Thanks for your answer Mike!!

Regards

J. Felipe Uribe

[pokrakam · Accepted solution]

Hi Felipe,

It should theoretically be possible to store a document within SAP and provide it for download, possibly editable online. Unfortunately my expertise runs a bit thin here, but here's my thinking:

The PDF is generated and stored on the SAP server. People get a link via WF, edit it online, save it online. After all, SAP has a built in web server, so in theory all the technology is there to make it happen.

Another option - since we're already applying security through the digital signature, this could be done by email. Send PDF to Outlook. Recipient signs PDF, saves a local copy, and sends a reply mail with the signed copy. You would have to do some work on the inbound receiving module, but this is not too difficult. The main part is configured in SCOT, and if I remember correctly there are some instructions or some template code there too.

Personally I'd go for the email option, it also sounds like a fun bit of work.

Regards,
Mike