Overview

This article specifically refers to using the Responsive eSignature application. For information about using eSignature with projects, see Triggering eSignature from projects.

As users are sent documents to be signed using eSignature, they can click on the link in their email notification to open and sign the document, or reassign to other users (if enabled).

See Self-Signing Documents Using eSignature for information on self-signing.

Signing documents

1. Do one of the following to access the document:
   • Click Sign Document from the email notification.
   • Within Responsive, select the Documents tab of eSignature and click Awaiting My Signature, then select the appropriate document from the list.
2. Do one of the following:
   • If an authentication code is required by the sender to open the document, enter the code from the corresponding email and click Confirm.
   • Otherwise, check the box to accept the disclosure, then click Continue.
3. Click Start, then click in the Signature field to add your signature and sign the document.
   Note: Optionally, you can edit your signature by clicking on the field and choosing from the options.
4. If there are other fields on the document (such as initials or date), select those fields and complete them as well.
5. Click the Comments icon at the top right of the screen and enter a comment for the recipient in the Text field, then click Send.
   • Optionally, tag recipients by typing @ and selecting from the list of recipients. Tagged recipients are notified via email.
   • All document recipients can view its comments.
6. (Optional) If enabled by the sender, you can click the Toolbar icon at the top right of the page to add more fields on the right pane.
   
7. Click Done when you are finished signing, then click Finish. A confirmation page appears where the document can be downloaded.
   Note: The document can also be downloaded at any time from the Recent section of the Dashboard tab, or the Documents tab.

Declining or reassigning documents

At any point during the signature process, you can decline or reassign (if enabled) a document by clicking Other Actions and selecting Decline or Assign to Someone Else.

The sender will receive a notification that the document has been declined or reassigned.