As an administrator, you can configure BMC Helix Business Workflows to enable users to digitally sign documents from within a case. BMC Helix Business Workflows supports integration with the following digital signing products:
- Adobe Sign
- DocuSign
Case business analysts can create an automated task so that documents to be signed are automatically sent to Adobe Sign or DocuSign, and the digitally signed documents can be stored within the case. When the task is triggered, the digital signing process is initiated, and the digitally signed documents are saved in the case.
The following table describes the actions that an administrator, a case business analyst, and a case agent must perform to enable users to digitally sign documents: