Overview
The Responsive eSignature tool allows users to sign documents themselves, or request signatures from others. You can also trigger eSignature from the Content Library or Projects.
You need to send documents for signature to individuals across multiple departments at your company, have managers sign off on proposals, or self-sign documents as a way to approve documentation.
Select the applicable tab for your edition of Responsive.
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Accessing eSignature
Select eSignature from the App Launcher menu. The eSignature Dashboard tab displays as the default.
Hover over the icons on the left side of the screen to change to the Documents or Templates tabs.
eSignature Dashboard Tab
The Dashboard contains an overview of all documents, and provides options to send documents for signature or sign documents yourself.
The following is a breakdown of the tab and its features:
- Send For Signature: Add and send a document to others for signature. Includes the ability to specify a signing order. See Requesting Signatures Using eSignature for more information.
- Sign Yourself: Add and sign a document. See Self-Signing Documents Using eSignature for more information.
- Awaiting My Signature: Number of documents that are waiting to be signed by you.
- Waiting For Signature: Number of documents that are waiting for others to sign.
- Completed: Number of documents that have been fully signed.
- Draft: Number of documents that have yet to be sent for signing.
- Create Signature: Create your signature to be used when signing documents. For more information on creating your signature, see the corresponding section below.
- Bell icon: View notifications.
- Recent: Lists all recent documents added and/or signed. The list can be sorted, searched, and displayed in either a list view or thumbnail view. Click the icon to download the corresponding document and see the it’s history.
eSignature Documents Tab
Documents and their statuses are listed on the Documents tab, along with the option to add new documents.
The following is a breakdown of the tab and its features:
- Filters:
- All Documents
- Awaiting My Signature
- Waiting for Signature
- Completed
- Bulk
- Draft
- All Documents/My Documents toggle:
Note: Only users with View All Documents permission can switch between the All Documents and My Documents view.- The All Documents view displays all the documents that your user role has permission to access in the organization within the business unit (BU), if applicable.
- The My Documents view displays the documents you receive for signature and the ones you upload for Send for Signature and Sign Yourself.
- Search Box: Search for documents by name.
- New Document: Upload new documents to send for signature or sign yourself.
- Create Signature: Create your signature to be used when signing documents. For more information on creating your signature, see the corresponding section below.
- Bell icon: View notifications.
eSignature Templates Tab
Templates and their information (such as created date, owners, and updated date) are listed on the Templates tab, along with the option to add new templates.
The following is a breakdown of the tab and its features:
- Filters:
- All Templates
- Ready To Use
- Draft
- New Template: Upload new templates.
- Bell icon: View notifications.
- All Templates/My Templates toggle:
Note: Only users with View All Documents permission can switch between the All Documents and My Documents view.- The All Templates view displays all the templates that your user role has permission to access in the organization within the business unit (BU), if applicable.
- The My Templates view displays your templates.
- Search Box: Search for templates by name.
- View: Switch between Thumbnail view and List view.
- Comments icon: Add comments to templates.
- More Options menu: Select from Use this template, Create a copy, or Properties.
Creating Your Signature
- Click Create Signature from either the Dashboard tab or the Documents tab.
- Enter your full name and initials in the appropriate fields of the Create Your Signature pop-up.
- Select from the following options:
- From the Choose tab, select the radio button next to the predefined signature style you want to use.
- From the Draw tab, draw your signature and initials using your mouse or trackpad.
- From the Upload tab, upload your signature and initials from files on your device.
Note: Only .bmp, .docx, .jpeg, .pdf, .png, and .pptx file types are accepted.
- Click Create. A message appears in the bottom right corner confirming that your signature has been created.
Receiving and Viewing Notifications
As you and other users are signing documents, notifications are sent via email and can be viewed within the application. To view your notifications, click the Bell icon in the top right of the screen.
The following notifications are sent by the application:
- Once the document has been assigned to recipients (and no signing order is required), those users will receive an email with a link to sign the document.
- If an authentication code is required to access the document, the recipient will receive an email notification with the authentication code.
- If the document is reassigned, the sender will receive a notification that the recipient has reassigned it to another user. The new recipient will receive a notification stating a new document has been assigned to them.
- Senders and recipients will receive a notification if a document has been voided or declined.
- Recipients will receive a notification that includes the final signed copy. Similarly, once self-signing is completed, the completed document will be sent to the user’s email to download.
Downloading Certificates of Completion
You can download certificates of completion as PDFs to view basic details about the document, the details of the signer(s), and document events from the document’s history.
- Click the More Options menu associated with the document and select History.
- Click Download Certificate.
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Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.
Accessing eSignature
Select eSignature from the App Launcher menu. The eSignature Dashboard tab displays as the default.
Hover over the icons on the left side of the screen to change to the Documents or Templates tabs.
eSignature Dashboard Tab
The Dashboard contains an overview of all documents, and provides options to send documents for signature or sign documents yourself.
The following is a breakdown of the tab and its features:
- Send For Signature: Add and send a document to others for signature. Includes the ability to specify a signing order. See Requesting Signatures Using eSignature for more information.
- Sign Yourself: Add and sign a document. See Self-Signing Documents Using eSignature for more information.
- Awaiting My Signature: Number of documents that are waiting to be signed by you.
- Waiting For Signature: Number of documents that are waiting for others to sign.
- Completed: Number of documents that have been fully signed.
- Draft: Number of documents that have yet to be sent for signing.
- Create Signature: Create your signature to be used when signing documents. For more information on creating your signature, see the corresponding section below.
- Bell icon: View notifications.
- Recent: Lists all recent documents added and/or signed. The list can be sorted, searched, and displayed in either a list view or thumbnail view. Click the icon to download the corresponding document and see the it’s history.
eSignature Documents Tab
Documents and their statuses are listed on the Documents tab, along with the option to add new documents.
The following is a breakdown of the tab and its features:
- Filters:
- All Documents
- Awaiting My Signature
- Waiting for Signature
- Completed
- Bulk
- Draft
- All Documents/My Documents toggle:
Note: Only users with View All Documents permission can switch between the All Documents and My Documents view.- The All Documents view displays all the documents that your user role has permission to access in the organization within the business unit (BU), if applicable.
- The My Documents view displays the documents you receive for signature and the ones you upload for Send for Signature and Sign Yourself.
- Search Box: Search for documents by name.
- New Document: Upload new documents to send for signature or sign yourself.
- Create Signature: Create your signature to be used when signing documents. For more information on creating your signature, see the corresponding section below.
- Bell icon: View notifications.
eSignature Templates Tab
Templates and their information (such as created date, owners, and updated date) are listed on the Templates tab, along with the option to add new templates.
The following is a breakdown of the tab and its features:
- Filters:
- All Templates
- Ready To Use
- Draft
- New Template: Upload new templates.
- Bell icon: View notifications.
- All Templates/My Templates toggle:
Note: Only users with View All Documents permission can switch between the All Documents and My Documents view.- The All Templates view displays all the templates that your user role has permission to access in the organization within the business unit (BU), if applicable.
- The My Templates view displays your templates.
- Search Box: Search for templates by name.
- View: Switch between Thumbnail view and List view.
- Comments icon: Add comments to templates.
- More Options menu: Select from Use this template, Create a copy, or Properties.
Creating Your Signature
- Click Create Signature from either the Dashboard tab or the Documents tab.
- Enter your full name and initials in the appropriate fields of the Create Your Signature pop-up.
- Select from the following options:
- From the Choose tab, select the radio button next to the predefined signature style you want to use.
- From the Draw tab, draw your signature and initials using your mouse or trackpad.
- From the Upload tab, upload your signature and initials from files on your device.
Note: Only .bmp, .docx, .jpeg, .pdf, .png, and .pptx file types are accepted.
- Click Create. A message appears in the bottom right corner confirming that your signature has been created.
Receiving and Viewing Notifications
As you and other users are signing documents, notifications are sent via email and can be viewed within the application. To view your notifications, click the Bell icon in the top right of the screen.
The following notifications are sent by the application:
- Once the document has been assigned to recipients (and no signing order is required), those users will receive an email with a link to sign the document.
- If an authentication code is required to access the document, the recipient will receive an email notification with the authentication code.
- If the document is reassigned, the sender will receive a notification that the recipient has reassigned it to another user. The new recipient will receive a notification stating a new document has been assigned to them.
- Senders and recipients will receive a notification if a document has been voided or declined.
- Recipients will receive a notification that includes the final signed copy. Similarly, once self-signing is completed, the completed document will be sent to the user’s email to download.
Downloading Certificates of Completion
You can download certificates of completion as PDFs to view basic details about the document, the details of the signer(s), and document events from the document’s history.
- Click the More Options menu associated with the document and select History.
- Click Download Certificate.