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DMS Ideas Portal
Perspective Platform Resource Centre
You must contact Insula to enable eSign functionality within your portal.
Article Index
Perspective
To set up a document that uses eSign, you must be in the following perspective;
Document Type
Administration > Document Types
To create a document that uses eSign, you must first set-up a document type. There is an accordion on the Document Type for this.
Set to Yes to enable eSign.
Enter the text to be displayed as the eSign Email Subject.
Enter the text to be displayed as the eSign Email Title,
Enter the text to be displayed in the eSign Email Message.
The workflow of eSign documents
Activities > Add Document
Add the document that you want eSigned. Select the Document Type that you created for Esign.
When you add a document that is associated with a Document Type that has eSign enabled, you will see an additional option, Workflow. This is used to ensure that the document is reviewed before being sent out for a signature. The workflow of an eSign document is detailed below;
You do not have to select each of the workflow stages. You can select Awaiting Sign-Off to jump straight to the eSign phase.
Finalise. This is when the document has been completed and is deemed ready to be sent out to the recipient.
The workflow stage of the document is Finalising.
After a document has been finalised, it can be reviewed, and when satisfied you should select Approve.
The workflow stage of the document is Approving.
After the document has been approved, you should select Awaiting Sign Off. There will then be a new option eSign.
The workflow stage of the document is Awaiting Sign Off.When you click on eSign, the following screen will be displayed.
You can then add the people that the document is to be sent to for signing.
You can add multiple people.
When you click Send, you will see an option to Cancel eSign.
The recipients will receive an email with a link to REVIEW & SIGN.
When the recipient clicks on the link, they will see the document.
When they click on the Get Started button, they will be able to review and sign the document.
The recipient will then have to agree to the legal statement.
If multiple recipients have been specified then when they go to sign, they will see any other signatures that have been added.
When all the requested signatures have been made, the documents Workflow Stage is set to Complete.
