DocuPhase Forms latest - This documentation is for DocuPhase Forms v11.3. Not for you? Earlier documentation is available too.
3. Route to the Actual Manager and Add Digital Signatures
You can dynamically route the workflow to the correct manager based on run-time data entered in the form. For example, in the DocuPhase Forms free trial version, the designer user reports to a user named 'jerry'. Since the form will automatically collect the user's manager Id using the Initialize rule, we can use a DocuPhase Forms template to reference this manager Id in the Step Assignment field.
We'll also edit the Manager Approval section to add a digital signature. When the Manager is logged in and clicks "Sign this section", a text signature and date stamp will automatically be placed on the section.