E-Signature - Document Generation: Processing

The next screen under the E-Signature section is where authorized users are able to create and manage new E-Signature Processes for the generated Document Package that were defined on the previous step.

From this page, users can perform the following actions:

1. New Signature Process

Authorized Users can add/setup a current E-Signature Process by clicking New Signature Process. After the E-Signature Process has been added, Info contains the same information that is getting keyed in. Users are prompted with the following fields:

            1. Title: Name of the E-Signature Process
            2. Description: General description of the E-Signature Process
            3. Allow Sign Anywhere: Controls if signers can sign anywhere on the document or in a specified area only
            4. Reply-To Employee: E-mail address used as the reply-to for all E-mail notifications

2.  View History

A full audit log or history for the E-Signature Process that is currently being managed. Audit logs include the Logged Action, Logged For (Employee Name), and Logged On (Date & Time) information.

3.  Dashboard

The Dashboard is essentially the Home Page for any E-Signature Process that an authorized user wishes to start and/or manage/monitor. The Dashboard provides a central hub for authorized users where they can start/cancel an E-Signature Process, monitor progress, and assign additional employees as Reply-To.  

From the dashboard, users can perform the following actions:

1. Start Process: When the user is ready to begin the E-Signature Process, simply click Start Process and the system will automatically send out notifications to the assigned participants inviting them to E-Sign the Document Package.

 If any of the sections on this Dashboard are not marked as Validated with a check-mark, the system does not allow users to start a process. This means that the user is missing essential information or missed a step in setting up the generated Document Package and E-Signature Process. The section missing something is marked, so users can retrace their steps back to the proper section and rectify the issue. Think of it like a traffic light: red means Stop and green means Go.

2. View History: Action, Logged For (Employee), and Logged On (Date & Time) information.

3. Re-select Files: Authorized users can specify the files and/or content sections that will be used for the E-Signature Process.

Note: Only published versions are available.