Approval signatures on Dashpivot Web are used within workflow-enabled templates to support formal review and sign-off stages. They allow designated users to approve a form at specific points in a workflow, helping ensure accountability, compliance, and controlled progression through approval steps. Approval signatures are configured during template editing and are applied when forms move through an active workflow.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard (or higher)
Permission: Org Controller or Project Controller
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Open the template you want to edit in the Template Editor.
Locate the Approval Signature field in the field list.
Drag the Approval Signature field into the template.
Click into the field label to edit the label if required.
Hover over the Approval Signature field to access available field options.
Notes and Tips
Approval signatures are used within workflow-enabled templates.
The number of approval signatures required is based on the number of workflow columns.
As a general rule, the template should contain one fewer approval signature than the total number of workflow columns.
For example, if a workflow contains four columns, the template requires three approval signatures.
