This is article explains step 4 in the eSign process, the final step prior to the documents being submitted to your customer.
Navigate to eSign screen
If cards have been assigned to you for signing, navigate to the actions list.
Once looking at the list of cards to sign, click on the card name to open for signature.
NOTE: The eSignatories are defined on the DOC CODE and are locked, once you issue the submittal. If you open the card and are not the one scheduled to sign, you will not be able to apply your signature.
If you need to change the signatories after a submittal has been issued:
- VOID the submittal
- change the signatories on the doc code
- apply the changes to the card
- re-issue the submittal.
Apply Signature
- Click the "Apply Signature" icon in the top left
- Drag the signature box to the appropriate place on the document. Resize as necessary.
- Click "Apply Signature" to complete the task.
To remove your eSignature (prior to "apply signature button"), just click on the signature, and you will be given a "remove signature" option at the top of the screen.
Once complete - the user will be returned to the list of remaining signatures (similar to action routing).
A notification will be sent to the user who started the eSignature process to let them know the document has been signed and is now ready to send.
For information on how to Generate eSignature Certificates (Step 1), see our article here.
For information on how to Set eSignature requirements per Doc Code (or Card) (Step 2), see our article here.
For information on Applying eSignatures to Outgoing Submittals (Step 3), see our article here.