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:

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.
     
  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.
     
  3. Add the required fields on the Add Fields page, then click Next.
     
  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.
     
  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.
     
  3. Add the required fields on the Add Fields page, then click Next.
     
  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.