Signing a document via the Documents module
- Navigate to the document in the Documents module.
- Select the document to be signed.
- This will cause the document’s metadata panel to populate. If necessary, expand the metadata panel.
- Select the eSignature tab of the metadata panel.
- 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.
- Make any necessary comments.
- Press the button for the appropriate action (Signing or Declining).
- Use your Username and Password to verify your identity and complete the signature process.