Signing a document via the ‘Documents to be Signed’ dashlet

  1. Navigate to the Dashboard and locate the ‘Documents to be Signed’ dashlet.https://tiug.trialinteractive.net/Images/signing_a_document_via_the__documents_to_be_signed__dashlet_0.jpg Figure 3: eSignature for Dashlet
  2. Double-click on the document to be signed.
      • This will open the document and the eSignature tab of the metadata panel in a popup window.
    https://tiug.trialinteractive.net/Images/signing_a_document_via_the__documents_to_be_signed__dashlet-10-3.jpg Figure 4: eSignature Tab
  3. 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.
  4. Make any necessary comments.
  5. Press the button for the appropriate action (Signing or Declining).
  6. Use your Username and Password to verify your identity and complete the signature process.