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Enabling Policy Digital Signature within Policy Settings

Updated over a week ago

This article explains how you can enable or disable the Policy Digital Signature option within your Policy settings. Turning on the digital signature allows end users to add a personalised signature when attesting to a policy, giving them a clearer sense of ownership and confirmation.


What the Digital Signature Does

The Policy Digital Signature option allows you to control whether a user must provide a signature when they accept or decline a policy. This can enhance the end user experience by making policy attestation more explicit and accountable.


How to Enable or Disable the Digital Signature

You can update this setting at any time in your Management Console.

  • Go to Management Console

  • Open Policy Management

  • Select Settings

  • Scroll to the section titled ‘Enable Policy Digital Signature’

  • Use the toggle to switch the Digital Signature on or off

Once enabled, choose how you want the signature requirement to work by adjusting the ‘Digital Signature Required’ field:

  • Not required
    The digital signature is not required when accepting or declining the policy attestation.

  • Required when accepted
    A signature is only required when the policy is accepted.

  • Required when accepted/declined
    A signature is required whether the user accepts or declines the policy.


Ensuring Attestation Question Settings Are Complete

To make sure the digital signature functions correctly, the attestation question settings must contain a status value for each response.

Follow these steps to review and complete them:

  • Go to Management Console

  • Open Policy Management

  • Select Settings

  • Click ‘Edit Policy attestation question settings’

  • Check that each question option has a status assigned

  • If any are empty, set:

    • Yes → accepted

    • No → declined

  • Select Save


End User View

When the digital signature is disabled, users see a standard policy attestation view without a signature field.


When enabled, a signature box appears, prompting the user to sign before they can submit their response.


Conclusion

You can now configure whether digital signatures are required for policy attestations, ensuring the right balance between user experience and compliance needs. If you need help or don’t have sufficient permissions, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].

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