Signing Documents Using eSignature

Overview

This article specifically refers to using the Responsive eSignature application. For information about using eSignature with projects, refer to Using eSignature with 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.

Select the applicable tab for your edition of Responsive.

• Signing Documents

  1. Do one of the following:
     • Click Sign Document from the email notification.
       
     • Within Responsive, go to eSignature, select the Documents tab, then click on Awaiting My Signature and 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, then click Confirm.
       
     • Otherwise, check the box to accept the disclosure, then click Continue.
  3. 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. Select the speech bubble icon, then type a message in the text field to leave a comment. Type @ and select a person’s name to tag them.
     
     If enabled by the sender, recipients will have the option to add more fields on the right pane.
     
  6. When finished signing, click Done, then Finish. A confirmation page will appear 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 a Document

  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.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Signing Documents

  1. Do one of the following:
     • Click Sign Document from the email notification.
       
     • Within Responsive, go to eSignature, select the Documents tab, then click on Awaiting My Signature and 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, then click Confirm.
       
     • Otherwise, check the box to accept the disclosure, then click Continue.
  3. 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. Select the speech bubble icon, then type a message in the text field to leave a comment. Type @ and select a person’s name to tag them.
     
     If enabled by the sender, recipients will have the option to add more fields on the right pane.
     
  6. When finished signing, click Done, then Finish. A confirmation page will appear 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 a Document

  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.