Hi! We are currently using E-Sign for Confluence to capture signatures across many of our pages. This app works well, however there is one downfall.
When a new employee is inducted, they need to read and digitally sign a large amount of documents - predominantly company policies. With a growing team and growing list of policies, it is becoming very cumbersome to invite user(s) on each individual page.
I know there is an option that allows users to sign pages without an invite, but the reason we want the invite is so we can track which documents still have pending signatures.
Features I am looking for:
- Different types of signature ('Approval', 'read and understood' etc.
- A summary page showing signature status for each page and which users signatures are pending from.
- Ability to invite users to sign multiple pages, without having to manually set this up on each page.
I've had a squizz at some alternative options but nothing quite fits what we are after. Would love to hear some ideas of what others are doing!
Hi @Emma Hall ,
Am I correct in assuming you are using this app? E-Sign for Confluence
While there might be someone here on the community that has some good knowledge on the topic you might be quicker (and especially if it comes to tracking new feature requests) by contacting their support directly.
You can do so by raising a ticket at https://digitalrose.atlassian.net/servicedesk/customer/portals
Perhaps it is something that is already on their roadmap or something they might add to it if you request it :)
Hi there,
I work with Digital Rose, the eSign vendor, and we have an alternate Confluence app that was designed for this kind of onboarding and training. You can subscribe a group of users to get automatic training assignments and reminders on all the Documents you've added that group to, and when a new user is added to your site, simply add them to the group to have the system auto-assign them training (which happens every Sunday), or trigger a check through all groups for new users and open training (once-daily cooldown).
I’ve linked our eSign Documents Marketplace page and its User Guide below:
eSign Documents QMS and Training
Kind regards,
Victoria
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Native Confluence doesn't give you a way to bulk-invite users to sign or approve multiple pages at once - signing/approval assignment is inherently a per-page action, so anything resembling a bulk workflow has to be layered on top with automation or a dedicated app, not something built into core Confluence.
For tracking status across many pages without extra cost, you can get partway there with Confluence's native page status feature plus a Page Properties Report macro on a dashboard page. It pulls status/labels from child or linked pages into one summary view, so you can see what's pending at a glance. Automation rules can also fire a reminder when a page sits in a given status too long.
For the actual "assign once, apply to many pages" part, that needs an app built around bulk workflow assignment rather than per-page approval. Workflows for Confluence has a Bulk Change feature that applies a review/approval workflow to up to 200 pages at once using a CQL filter (by space, label, parent page, etc.), plus an Auto-Assign option that attaches the same workflow automatically to any new pages matching that filter going forward. Could be worth checking against your specific signature-type and reporting needs.
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