An example: distinguish internal review from recipient signing
An internal manager approving a letter and an external recipient signing a document are different actions. They can involve different people, authority and evidence. Start by identifying what each action means in your process. A visible signature image, a recorded approval and a separate signing service should not be treated as interchangeable labels.
For a proposed workflow, explain the document type, the participants and the version that must be associated with the action. Also describe what should happen if the wording changes after approval. The method and assurance required depend on the circumstances; discuss specialist requirements with the appropriate advisers. Epistles' public website does not currently offer a signing transaction. This page helps you identify the approval and signature questions that need to be resolved before an implementation is agreed.
Approvals and electronic signatures in context
A signature is most useful when it can be linked to the exact document that was reviewed. Epistles should preserve the final version, the authorised action, relevant timestamps and any supporting authentication evidence. A business may need one colleague to prepare a letter and another to approve it before the letter is issued or sent.
Electronic signatures come in different forms and assurance levels. The interface must not describe every tick-box or drawn signature as equivalent to a qualified electronic signature. It should explain the signature method and offer the appropriate record for the intended transaction, while avoiding promises about legal outcomes.