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Triggering eSignature from Projects

Overview

eSignature can be triggered from documents in Projects. You can self-sign the document or send it for signature.

These options are displayed in the three-dot menu associated with the document content as shown below:

esignature_for_projects_1.png

This option is available for documents in the following formats only:

  • DOCX
  • PDF

See eSignature Overview for more information on the product.

Select the applicable tab for your edition of Responsive.

  • Self-Signing Documents

    1. Go to the Documents page within Projects, then click the three-dot menu associated with the document and select Sign Yourself.
    2. Add the required fields on the Add Fields page.
      add_fields.png
    3. Click Finish. Once the document is self-signed, you are navigated back to the Documents page.

    Sending Documents for Signature

    1. Go to the Documents page within Projects, then click the three-dot menu associated with the document and select Send for Signature.
    2. Add the recipients on the Add Recipients page, then click Next.
      add_recipients.png
    3. Add the required fields on the Add Fields page, then click Next.
      add_fields.png
    4. (Optional) Enter a message for the recipients on the Review page.
    5. Click Send. Once the document is shared with the recipient, you are navigated back to the Documents page.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Self-Signing Documents

    1. Go to the Documents page within Projects, then click the three-dot menu associated with the document and select Sign Yourself.
    2. Add the required fields on the Add Fields page.
      add_fields.png
    3. Click Finish. Once the document is self-signed, you are navigated back to the Documents page.

    Sending Documents for Signature

    1. Go to the Documents page within Projects, then click the three-dot menu associated with the document and select Send for Signature.
    2. Add the recipients on the Add Recipients page, then click Next.
      add_recipients.png
    3. Add the required fields on the Add Fields page, then click Next.
      add_fields.png
    4. (Optional) Enter a message for the recipients on the Review page.
    5. Click Send. Once the document is shared with the recipient, you are navigated back to the Documents page.

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