You must contact Insula to enable eSign functionality within your system
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.
Tick 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
1. Add the Document
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 prior to 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 just 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.
After a document has been finalised it should be reviewed and when satisfied the user should select Approve.
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