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Requesting signatures using eSignature

Overview

This article refers specifically to using the Responsive eSignature feature. For information about using eSignature with projects, see Using eSignature with Projects.

You can sign documents within Responsive by using eSignature. There are two options for signing documents: signing documents yourself or sending signature requests to others. The following instructions explain how to send documents to be signed by recipients.

Select the applicable tab for your edition of Responsive.

  • Requesting signatures using eSignature

    1. Click eSignature from the App Launcher menu and select Send for Signature.
      esignature_dashboard.png
    2. Add a document by uploading one, selecting from the Document Library, or adding via an enabled cloud storage integration.
      Note: Responsive supports the following file types: .docx, .pptx, .pdf, .png, .jpeg, .jpg, and .bmp.
    3. Check the I’m the only signer box, then click Next.
    4. Add recipients by entering their email address and display name in the appropriate fields. Add all signers by clicking on New Recipient for each person.
      Note: You can add CC recipients in the CC field.
      add_recipients.png
    5. Click the Advanced Settings icon to the right of the recipient information to view additional options.
      • Allow user to reassign will allow the recipient to re-assign their signing to another user.
      • Allow user to Add fields will allow the recipient to add more fields to the document.
    6. Click the Mail icon to add a private message (optional). Clicking the Key icon will include a randomly generated authentication code that the recipient must enter to open and view the document.
    7. To enforce the order that each recipient signs the document, select Set signing order. Drag and drop the recipient rows to the desired order.
    8. Click Next.
    9. Select a recipient, then click and drag fields such as Signature, Initials, Date signed, Text, and Checkbox to the document. As fields are added, turn on the Required toggle as needed.
      Note: Documents won’t be marked as completed until all required signers have signed.
      add_recipients_signature.png
    10. Review the Document thumbnail view (optional):
      • Up to five recipient names are now displayed in multi-color stickies when fields are added to a page.
      • The stickies are displayed on pages where fields are added.
      • On hover, the recipient’s name is displayed.
      • The sticky color is usually the user’s avatar color.
        add_recipients_thumbnail.png
      • When there are more than five recipients, the multi-colored sticky is replaced by a gray sticky.
    11. Click the Speech Bubble icon and enter a comment for the recipient in the Text field.
      Comment.png
      • Optionally, tag recipients by typing @ and selecting from the list of recipients. Tagged recipients will be notified via email.
      • All recipients of a document can view its comments.
    12. Click Next.
    13. On the final page, under Email Settings, configure the email to be sent to the recipients. Type the email message and add a due date (and reminder) as needed.
    14. Review the recipients list, then click Send.
      • A confirmation page appears confirming that the document has been sent to the signers, and each signer will receive an email notification with a link to sign the document.
        Success.png
      • As recipients sign the document, you can view the status of the signatures by going to the document’s History.

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

    Requesting signatures using eSignature

    1. Click eSignature from the App Launcher menu and select Send for Signature.
      esignature_dashboard.png
    2. Add a document by uploading one, selecting from the Document Library, or adding via an enabled cloud storage integration.
      Note: Responsive supports the following file types: .docx, .pptx, .pdf, .png, .jpeg, .jpg, and .bmp.
    3. Check the I’m the only signer box, then click Next.
    4. Add recipients by entering their email address and display name in the appropriate fields. Add all signers by clicking on New Recipient for each person.
      Note: You can add CC recipients in the CC field.
      add_recipients.png
    5. Click the Advanced Settings icon to the right of the recipient information to view additional options.
      • Allow user to reassign will allow the recipient to re-assign their signing to another user.
      • Allow user to Add fields will allow the recipient to add more fields to the document.
    6. Click the Mail icon to add a private message (optional). Clicking the Key icon will include a randomly generated authentication code that the recipient must enter to open and view the document.
    7. To enforce the order that each recipient signs the document, select Set signing order. Drag and drop the recipient rows to the desired order.
    8. Click Next.
    9. Select a recipient, then click and drag fields such as Signature, Initials, Date signed, Text, and Checkbox to the document. As fields are added, turn on the Required toggle as needed.
      Note: Documents won’t be marked as completed until all required signers have signed.
      add_recipients_signature.png
    10. Review the Document thumbnail view (optional):
      • Up to five recipient names are now displayed in multi-color stickies when fields are added to a page.
      • The stickies are displayed on pages where fields are added.
      • On hover, the recipient’s name is displayed.
      • The sticky color is usually the user’s avatar color.
        add_recipients_thumbnail.png
      • When there are more than five recipients, the multi-colored sticky is replaced by a gray sticky.
    11. Click the Speech Bubble icon and enter a comment for the recipient in the Text field.
      Comment.png
      • Optionally, tag recipients by typing @ and selecting from the list of recipients. Tagged recipients will be notified via email.
      • All recipients of a document can view its comments.
    12. Click Next.
    13. On the final page, under Email Settings, configure the email to be sent to the recipients. Type the email message and add a due date (and reminder) as needed.
    14. Review the recipients list, then click Send.
      • A confirmation page appears confirming that the document has been sent to the signers, and each signer will receive an email notification with a link to sign the document.
        Success.png
      • As recipients sign the document, you can view the status of the signatures by going to the document’s History.

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