How to set up signature in a document to be signed by an internal Confluence user?
Asked by Joanne Cooke:

What are the steps to assign and request employees' signatures on the employee handbook acknowledgement document we created in Confluence? Thank you for any help on how to set up.


Answers:
author: marc -Collabello--Phase Locked-
body: Hi [@Joanne Cooke](/t5/user/viewprofilepage/user-id/5411711) ,

Signatures are not built into Confluence.

For some use cases, you can ask each user to leave a comment on the page similar to: I have read this page and accept.

If you need a more formal workflow, you would need an addon from the marketplace. We make [Document Control for Confluence Cloud](https://marketplace.atlassian.com/apps/1217765/document-control-for-confluence-cloud) , and you can configure it to send an email to the signers, and record the signatures.

comments: author: Joanne Cooke
body: Thank you for your input, great information.


author: Tom Hudgins
body: Hi [@marc -Collabello--Phase Locked-](/t5/user/viewprofilepage/user-id/1205132)

Does your product support creating/manipulating the documents via API?

For example, could I upload a Word Doc (docx), add signature and date fields to it, and then route it for signatures - programatically?


author: marc -Collabello--Phase Locked-
body: Hi [@Tom Hudgins](/t5/user/viewprofilepage/user-id/4868009) ,

Our product is designed to work with Confluence pages. That means it can't currently work with e.g. Word documents.

If you need external documents to be signed, I'd recommend to go with PDF, as this is a standardized format working with multiple applications, and there is a signature standard for PDF.


author: Chris Cairns - Digital Rose
body: Hi [@Joanne Cooke](https://community.atlassian.com/t5/user/viewprofilepage/user-id/5411711) , as Theodore mentioned, signatures are not a native feature in Confluence. If your team needs informal tracking, you could try checklists of staff names in a tracking page and have each person check the box when they finish.

If you need something more formal (e.g. for compliance), you may need to look at an addon. Our app [eSign Document Management](https://marketplace.atlassian.com/1228868) has full electronic signatures, and the ability to assign and track training records for staff with due dates, reminders, etc.

Chris C.  
Digital Rose

comments: author: Joanne Cooke
body: Thank you too for all your input and helpful information.


author: Tom Hudgins
body: Hello [@Chris Cairns - Digital Rose](/t5/user/viewprofilepage/user-id/3621369) ,

Does your product support creating/manipulating the documents via API?

For example, could I upload a Word Doc (docx), add signature and date fields to it, and then route it for signatures - programatically?


author: Chris Cairns - Digital Rose
body: Hi [@Tom Hudgins](/t5/user/viewprofilepage/user-id/4868009) , thanks for the question. eSign Electronic Signatures for Confluence and eSign Document Management both work by applying electronic signatures to the Confluence pages (content and attachments). The signatures contain checksums to ensure neither the content nor attachments are modified.

It is possible to attach a .docx to a page and route it (the page) for signatures. But eSign does not do the Docusign-style manipulation of Word documents or PDFs. If you want to approve standalone Word documents suggest a tool like Docusign may fit your needs better than a Confluence app.

Regards,

Chris C  
Digital Rose


author: Odd_lynice
body: Hi [@Joanne Cooke](/t5/user/viewprofilepage/user-id/5411711)

Welcome to the Atlassian Community.

You assign the user or the employee the Confluence page that contains the handbook or maybe try to "duplicate" each page and name it based on who the employee is and put that on a single space in Confluence (named as: employee handbook)

The second part of your request which to have them sign it - this functionality is not native in Confluence.

You can check this previous post which offers a resolution for e-signature in Confluence - [How to sign a page in Confluence?](https://community.atlassian.com/t5/Confluence-questions/How-to-sign-a-page-in-Confluence/qaq-p/1520709)

Theodore


Tags: cloud

confluence-cloud