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I have a word document which I need to circulate via email to people, in sequence, for authorisation signatures i.e. I fill it out, it then goes to my boss who signs/ approves it, it then goes to his boss for final authority before coming back to me to keep as authority to carry out a particular task. The document has been created in Word as part of my organisation's policies.
I have had a brief look at the various Apps etc. but am lost as to how or where to start this process.
Many thanks.
Yes, you can notify people by e-mail. However, I send an approval to the person. This way I know when they have completed the step to send it to the next approver. Otherwise, how would you know when they have signed it to send the next e-mail?
Thanks, David
I will give that a try. Is it possible, if once I sign the document, to then use a Power App to send the email to the next person notifying them that they need to complete their section and for the next person in the chain, too?
It is hard to tell you what approach to take, but if you need to do this in Word, I would use the built-in signature feature, which you can read about at Obtain a digital certificate and create a digital signature - Microsoft Support and Digital signatures and certificates - Microsoft Support.
You can then create a template in MS Word and use the Populate Word Template action to fill in the form. I save the file to a document library, and then e-mail the people who need to sign it a link where they can open the Word document to sign. It is a little tricky and people will need training because if they edit the Word document once it has been created, it invalidates all of the signatures. You need to be sure to follow the prompts in Word when doing the signing.
Here are the instructions I include for signing the file in one solution, which is send with an approval action:
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