The Advanced Electronic Signature module shows the user documents to sign, collects their consent, and captures a certificate-backed electronic signature. That digital certificate verifies their identity, making the signed document legally binding and compliant.
For an overview of this module and how it works, see Advanced Electronic Signature.
Supported with:
✅ Workflows | ✅ Flows
Add Advanced Electronic Signature to Workflows
- In the left menu in Dashboard, click Flow Builder > Workflows.
- Click New or select an existing Workflow.
- Add the Electronic signature - Advanced module. Do one of the following, depending on whether you have the New or Classic view enabled in the toggle in the top right:
- New: Click Add node
> Modules, then search for and select Electronic signature - Advanced. - Classic: From the Modules list, drag and drop the Electronic signature - Advanced module into the builder.
- New: Click Add node
- You can click Options
> Edit on the module node to open the Configuration Options panel and adjust settings as needed.
Add Advanced Electronic Signature to Flows
- In the left menu in Dashboard, click Flow Builder > Flows.
- Click New or select an existing Flow.
- On the Select Modules tab, find the Electronic signature - Advanced module and click Add.
- You can click Details & Configurations to open the Configuration Options panel and adjust settings as needed.
Configuration Options
This section details all the configuration options available for this module. The options that appear depend on whether you have the New or Classic view enabled in the toggle in the top right in your Flow or Workflow. After changing anything, click Save configuration before closing the configuration panel.
The options you see in your configuration may differ from those documented below. Contact your Incode representative for more information.
Configuration Options: New
View image of configuration panel
| Setting | Description |
|---|---|
| Allow user to upload document | Allows the user to upload the document they want signed instead of using a document preconfigured in the session. |
| Allow user to download signed document | Allows the user to download the signed document. |
| Issue a permanent certificate | Issues a permanent digital certificate for the signing event. |
| Allow signing without a passing score | Allows the advanced electronic signature to be completed without requiring a minimum identity verification score. Use this when you want to permit signing regardless of the user's verification result. |
| Validation to skip |
Lets you disable specific verification requirements before signing is allowed: Total score, ID, Face recognition, and OTP. |
Configuration Options: Classic
View image of Workflow configuration panel
View image of Flow configuration panel
| Setting | Description |
|---|---|
| Allow user to upload document | Allows the user to upload the document they want signed instead of using a document preconfigured in the session. |
| Allow user to download document | Allows the user to download the signed document. |
| Issue Permanent Certificate Workflows only |
Issues a permanent digital certificate for the signing event. |
| Allow AES without score validation | Allows the advanced electronic signature to be completed without requiring a minimum identity verification score. Use this when you want to permit signing regardless of the user's verification result. |
| Validation to skip Flows only |
Lets you disable specific verification requirements before signing is allowed: Total score, ID, Face recognition, and OTP. |