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How to Use the Remote Signature Module in OpenKM

Remote Signature Module in OpenKM makes it easy to send documents for signature, track their status, and receive secure confirmation in real time. Whether working on desktop or mobile, users can sign files instantly with full audit tracking and metadata support.

OpenKM allows organizations to manage document signing processes remotely. This not only reduces paperwork but also increases efficiency and control. In this tutorial, you’ll learn how to configure the module, send signature requests, and verify every step in the signature lifecycle.

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How the Remote Signature Module in OpenKM Works

Start by selecting one or more documents. Then, assign the Remote Signature Module in OpenKM by adding the related metadata group. Enter the email address of the person who needs to sign. After that, OpenKM sends an email notification automatically.

Setting Signature Options and Notification Frequency

You can define the signature’s placement within the document and the interface language. Additionally, you may send the notification immediately or schedule it to go out every 5 or 10 minutes. This flexibility is useful for coordinating with signers in different time zones.

What the Signer Sees via Email

When the recipient receives the notification, they can preview the document before signing. At the top right corner of the screen, the “Sign” button allows them to confirm their handwritten signature. Once signed, the updated version appears immediately, confirming successful submission.

Verifying Signature Details in OpenKM

Back in OpenKM, the metadata group now displays the date and time the notification was sent, the signature timestamp, and even the IP address of the device used for signing. This level of detail ensures complete traceability and legal compliance.

Using the Remote Signature Module on Mobile Devices

The Remote Signature Module in OpenKM is fully optimized for mobile. After assigning the metadata group and submitting the request, the signer receives an email with a link. From a smartphone or tablet, they preview the file and tap the “Sign” button to proceed.

Inserting a Handwritten Signature

The module displays a signature input area where users can draw their handwritten signature. Upon submission, the signed version appears with all the visual elements intact. As a result, the process mirrors a physical signature, but with digital speed and control.

Enhanced Security and Additional Options

Although this video demonstrates the standard setup, the Remote Signature Module in OpenKM supports advanced configurations. For example, administrators can enable authentication PINs or use server-based electronic certificates to increase validation security.

“With OpenKM’s Remote Signature Module, you can streamline document approvals, reduce turnaround time, and enhance signature traceability.”

Why Use the Remote Signature Module in OpenKM

This module supports fast, reliable, and legally compliant signatures without requiring in-person interactions. It empowers organizations to maintain control while enabling remote collaboration. Furthermore, all activity is logged and auditable inside OpenKM.

The ability to use the Remote Signature Module in OpenKM transforms your document workflows, whether for contracts, approvals, or internal validations, making the process faster, smarter, and more secure.

To explore more features, visit the Document Management System – OpenKM.

Ready to improve your company’s efficiency with effective document management? Contact our team and let us guide you through the process step by step.

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