Set up reason codes for electronic signatures

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

A signer selects a reason code to indicate the purpose of an electronic signature. For example, a reason code could be used to indicate legal approval.

You must set up reason codes before using electronic signatures. A valid reason code is required when signing a document.

  1. Click Organization administration > Setup > Electronic signature > Electronic signature reason codes.

  2. Press CTRL+N to create a new record.

  3. In the Reason code field, enter an identification code for the new reason code. For example, you might enter LEGAL if you were creating a reason code for legal approval.

  4. In the Description field, enter a short description for the reason code.

  5. Close the form to save your changes.