Signing a document via the Documents module

  1. Navigate to the document in the Documents module.
  2. Select the document to be signed.
    • This will cause the document’s metadata panel to populate. If necessary, expand the metadata panel.

  3. Select the eSignature tab of the metadata panel.
  4. Indicate your reason (either for signing or for rejecting the document) using the dropdown menu.
    • The reasons are populated from the Settings area and are usually set up during room configuration. Please see the chapter on Settings for additional information.
  5. Make any necessary comments.
  6. Press the button for the appropriate action (Signing or Declining).
  7. Use your Username and Password to verify your identity and complete the signature process.