Sign a Document

To sign a document, follow the steps below.

1. Navigate to the Documents to Sign tab within the Collaborative Workspace dashlet.
2. Select the Document to eSign and click on the arrow.

   

3. The Document View opens by default with the My eSignature view applied and the Waiting for Signatures folder selected.

   

4. Select the eSignature tab in the metadata panel and enter a reason from the available dropdown options.
5. Click on the Sign Document button.

   

6. On the Please Provide Your Credentials popup, mandatorily enter the Username* and Password*.
7. Once the user’s name and password are entered, click on the OK button.

   

8. Once the document is signed successfully, the metadata panel displays the status as Completed and the Document Grid displays the status as Signed.

   

9. The signed documents can be located in the Completed folder within the Document Life Cycle view.