Signing documents using a digital signature

 

When the document has been agreed the document can be digitally signed, this can be done either by the internal user requesting a digital signature or external adding one themselves.

The process is the same only if the intenal user adds the signature the external user doesn't need to add them.

To add a digital signature to the document you must add the signature place holder BEFORE the document is locked.

Place the mouse in the section where you would like the signature placed.

 

Click the icon in the editing toolbar, the signature windows will appear with users who have a role in the document.

Click the Insert signature link.

When the signatures are added the default {Signature of xxxxxxx) will be added to the section. The placeholder will be highlighted when the mouse is over the name.

 

Submit the changes for approval and when the document is locked the document can be digitally signed.

After the document is locked the document needs to be agreed before the document can be digitally signed.

 

 

When a document is ready for signing the document will show in the Items to action folder in the dashboard.

 

It will also show a poke action at the top of the document.

 

 

Click the user name in the document to open the signature window and add the user signature.

If the user has already signed a document before then a signature will show otherwise click the  link to create and add a signature.

 

The signature will be added.

 

Click the button to add the signature to the document.

When the last person either internal or external digitally signs the document the signed copy will be made available for download.