Requesting Signatures Using eSignature

Note: This article refers specifically to using Responsive’s eSignature feature. For information about using eSignature with projects, see Using eSignature with Projects.

Using eSignature, you can sign documents within Responsive. There are two options for signing documents: signing yourself or sending (requesting) signatures from others. The following instructions explain how to send documents to be signed by recipients.

Requesting Signatures Using eSignature

To send documents for signature to others electronically:

1. Click on eSignature from the navigation menu.
2. From the Dashboard, select Send for Signature.
   
   
   
   
3. Next, add a document by uploading one, selecting from the Document Library, or adding via an enabled cloud storage integration. Responsive supports the following file types: .docx, .pptx, .pdf, .png, .jpeg, .jpg, and .bmp. When finished, click Next.
   
   Note: Make sure the 'I’m the only signer' checkbox is cleared during this step.
   
   
   
   
4. Add recipients by inputting their email address and display name (e.g. first and last 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.
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.
   
   
   
   A private message can be included by selecting the mail icon. Selecting the key icon will include a randomly generated authentication code that the recipient must enter to open and view the document.
   
   
   
   
6. To enforce the order that each recipient signs the document, select Set signing order. Drag and drop the recipient rows to the desired order.
   
   
   
   
7. When finished adding recipients, click Next.
8. Select a recipient, then click and drag fields such as signature, initials, date signed, text, and checkbox to the document. As fields are added, select the Required toggle as needed.
   
   Note: Documents won’t be marked as completed until all required signers have signed.
   
   
   
   Note: In the Document thumbnail view :
   • 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.
     
   • When there are more than five recipients, the multi-colored sticky is replaced by a gray sticky.
     

    

9. To add comments for the recipients to read, click on the speech bubble icon. Enter a comment in the text field. Optionally, tag recipients by typing “@” and selecting from the list of recipients. Tagged recipients will be notified via email.
   
   Note: All recipients of a document can view its comments.
   
   
   
   
10. Once the appropriate fields have been added, click Next.
    
    
    
    
11. On the final page, and under Email Settings, configure the email to be sent to the recipients. Type in the email message and add a due date (and reminder) as needed. Review the recipients list, then click Send.
    
    
    
    
12. A confirmation page will appear confirming that the document has been sent to the signers. Each signer will receive an email notification with a link to sign the document.
    
    
    
    
13. As recipients sign the document, view the status of the signatures by going to the document’s History.