Triggering eSignature from the Content Library

Overview

eSignature can be triggered for documents in the Content Library. You can self-sign the document, send it for signature, and create templates from the document.

An eSignature icon displays for the document content as shown below:

The icon is available for documents in the following formats only:

• PNG
• JPEG
• JPG
• BMP
• DOCX
• PDF
• PPTX
• PPT

See eSignature Overview for more information on the product.

Select the applicable tab for your edition of Responsive.

• Self-Signing Documents

  1. Click the eSignature icon and select Self Sign.
     
  2. Add the required fields to the Add Fields page of the eSignature module.
     
  3. Click Finish. Once the document is self-signed, you are navigated back to the Content Library page.

  Sending Documents for Signature

  1. Click the eSignature icon 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 Content Library page.

  Creating Templates from Documents

  1. Click the eSignature icon and select Create Template.
     
  2. Add the placeholders to the Add Placeholders page and click Next.
  3. Drag and drop the required fields on the Add Fields page and click Next.
  4. Enter a message for the recipients (optional) on the Review page, then click Create. All documents and templates created from the Content Library are available in the eSignature module.
     

• 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. Click the eSignature icon and select Self Sign.
     
  2. Add the required fields to the Add Fields page of the eSignature module.
     
  3. Click Finish. Once the document is self-signed, you are navigated back to the Content Library page.

  Sending Documents for Signature

  1. Click the eSignature icon 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 Content Library page.

  Creating Templates from Documents

  1. Click the eSignature icon and select Create Template.
     
  2. Add the placeholders to the Add Placeholders page and click Next.
  3. Drag and drop the required fields on the Add Fields page and click Next.
  4. Enter a message for the recipients (optional) on the Review page, then click Create. All documents and templates created from the Content Library are available in the eSignature module.