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Set up users to sign documents electronically

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To sign documents electronically, a user must meet the following criteria:

  • A user must belong to a role that is assigned the appropriate privileges.

  • A user must have a valid certificate and password. For information about certificates, see Certificates for electronic signatures.

Three kinds of users typically require security access to electronic signatures: electronic signature administrators, signers, and electronic signature auditors.

Electronic signature administrator

The electronic signature administrator sets up signature requirements, general parameters, and approvers, and receives alerts when signatures cannot be verified. By default, a user who belongs to the Information technology manager security role has permission to administer electronic signatures.

Signer

A signer provides electronic signatures for documents and processes that require signatures. By default, a user who belongs to the System user security role has permission to sign documents electronically.

Note

The signer may require additional permissions to access data that is related to the document or process that is being signed. A user who changes data, and then must sign for those changes, must have permission to change the data. A user who signs on behalf of another user may not require access to the data. An example of this kind of user is a supervisor who signs for an employee's changes.

Electronic signature auditor

The electronic signature auditor reviews the database log and the signature review log that is available from the database log. By default, a user who belongs to the Information technology manager security role has permission to audit electronic signatures.

If you use a role other than Information technology manager, make sure that the role is assigned the following privileges:

  • View electronic signature failures

  • View database log

For more information, see Create or modify a security role.