Default Content Properties: Enhanced Validation (Electronic Signature)

When this feature is enabled, both here in Content Setup - Default Properties and in the document template, a user must enter his or her user name and password (an electronic signature, in effect) in order to complete a task such as marking a document as read, accepting a document in review, or approving a document. In the case where a kiosk computer is the point of general PolicyTech access under a generic service account, this feature provides verification that the intended user has completed a task.

Important:

  • Enhanced Validation can also be enabled or disabled on document templates and individual documents. See Template Setting: Enhanced Validation and Advanced Settings. Changing the Enhanced Validation setting in Content Setup - Default Properties does not affect this setting in existing templates and documents. It will, however, become the default setting for new document templates.
  • Enhanced Validation is not applicable if single sign-on has been enabled.
  • Enhanced Validation is not available for stand-alone questionnaires or campaigns.

Select Require users to re-enter log in credentials when completing a task to turn on enhanced validation.

The screenshot below shows what a user will see when marking a document as read if enhanced validation is required.

The screenshot below shows enhanced validation when accepting a document in review or approval.