Overview
Responsive's eSignature tool allows users to electronically sign documents themselves, or request signatures from others. eSignatures are valid and legally binding.
Note: This article specifically refers to using Responsive's eSignature feature. For information about using eSignature with projects, refer to Using eSignature with Projects.
Use Cases
- Have managers sign off on proposals
- Send documents for signature to individuals across multiple departments at your company
- Self-sign documents as a way to approve documentation
Using eSignature
To access eSignature, click on eSignature on the navigation menu.
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 Dashboard and its features.
- Send For Signature: Add and send a document to others for signature. Includes the ability to specify a signing order. Refer to Requesting Signatures Using eSignature for more information.
- Sign Yourself: Add and sign a document. Refer to Self-Signing Documents Using eSignature for more information.
- Overview: Shows an overview of document statuses. Select a tile to view the corresponding document list (i.e. the Documents tab).
- 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.
- Recent: Shows all recent documents added and/or signed. The list can be sorted, searched, and displayed in either a list view or thumbnail view. Click on the three dots icon to download the corresponding document and see the document’s history.
Documents Tab
To view the full list of documents and their statuses, click the Documents tab.
Within the Documents tab, view each list by selecting the filters on the left.
Users with 'View All Documents' permission can switch between My Documents & All Documents view.
- The My Documents view displays documents the user receives for signature and those the user uploads for Send for Signature and Sign Yourself.
- The All Documents view displays all the documents the user role has permission to access in the organization within the business unit.
Creating Your Signature
To create your signature:
- From the Dashboard tab, click on the Create Signature button.
- A popup window will appear. Enter your full name and initials in the appropriate fields.
- Next, select a radio button to choose from a predefined signature styles.
- Alternatively, click Draw to draw your signature and initials using your mouse or trackpad and then click Create.
- Alternatively, click Upload to add your signature and initials from files on your device and then click Create. The following file types can be uploaded: .bmp, .docx, .jpeg, .pdf, .png, and .pptx.
A message will appear 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 will be sent via email and can be viewed within the application. To view your notifications, click on the bell icon in the top right within eSignature.
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 re-assigned, the sender will receive a notification that the recipient has re-assigned 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
Download certificates of completion as PDFs to view basic details about the document, the details of the signer(s), and document events by going to the document’s history.
- Select the three dots icon next to a document and select History.
- Click Download Certificate.