From ICIHelp8.2
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To sign an agreement electronically: | To sign an agreement electronically: | ||
| − | + | 1. Open the e-mail you receive from ''EchoSign or DocuSign''. | |
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| − | [[File:Signature mail.png|RTENOTITLE]] | + | 2. '''Click '''''Review Document''. This opens the Please review & Act on These Documents dialog box. |
| + | <div class="image-green-border"> [[File:Signature mail.png|RTENOTITLE]]</div> | ||
| + | 3. Select''the "I agree..."checkbox and '''click '''"Continue"''. ''This enables the'' "''Fields" menu in the left panel''.'' | ||
| − | + | ''' ''' | |
| + | <div class="image-green-border">'''[[File:I agree.png|RTENOTITLE]]'''</div> | ||
| + | Note: If you are using Internet Explorer, '''click '''"Allow"''at the tracking physical location''' '''message. | ||
| − | + | In the "Fields"''menu, you can use the following options: | |
| − | + | *Signature: Drag and drop your signature onto the document. | |
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*Initial: Drag and drop your initials onto the document. | *Initial: Drag and drop your initials onto the document. | ||
| − | * | + | *Date Signed: Drag and drop the Date onto the document. Displays current date by default. |
| − | * | + | *Name: Drag and drop the Name box. Type your name into the box. |
| − | * | + | *Company: Drag and drop the Company box. Type the name of your company into the box. |
| − | * | + | *Title: Drag and drop the Title box. Type the title into the box. |
| − | * | + | *Text: Drag and drop Text box. Type additional text into the box. |
| − | * | + | *Checkbox: Drag and drop Checkbox into the document. |
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| + | 4. '''Drag''' the Signature onto the document. This opens the "Adopt Your Signature" dialog box. Verify you full name, initials and signature. Your full name and signature appear as they were entered. | ||
| + | <div class="image-green-border"> [[File:Adopt your signature.png|RTENOTITLE]]</div> <div class="image-green-border"> </div> | ||
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| <div class="note-box">'''Note''': Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to '''Executed'''. A notification email is sent to the primary owner, internal signatory and external signatory.</div> | | <div class="note-box">'''Note''': Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to '''Executed'''. A notification email is sent to the primary owner, internal signatory and external signatory.</div> | ||
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| − | + | 5. '''Verify''' your signature on the "Select Style" tab: | |
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<ul style="margin-left: 40px;"> | <ul style="margin-left: 40px;"> | ||
| − | <li>''' | + | <li>'''Click "'''Change Style" to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.</li> |
| − | <li>''' | + | <li>Alternatively, '''click '''"Draw" <span style="font-family:">tab to draw your own signature. '''Click '''"</span>Clear"'' ''<span style="font-family:">to clear the signature.</span></li> |
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</ul> | </ul> | ||
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| − | + | 6. '''Click''' "Adopt And Sign"''.'' The signature and initials appear on the document. | |
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| − | + | 7. '''Click '''the Other Actions menu. | |
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| + | [[File:Other actions.png|RTENOTITLE]] | ||
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| + | 8. '''Select''' from the following options in the dialog box that appears: | ||
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| + | *'''Click''' "FINISH LATER" to save the document in its current state and finish the signing process at a later time. | ||
| + | *'''Click''' "PRINT & SIGN" to print the document and sign it in ink. After signing it, scan and upload or fax the document. | ||
| + | *'''Click''' "ASSIGN TO SOMEONE ELSE" to assign a third person as a signatory. | ||
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| + | 9. In the Assign to Someone Else dialog box: | ||
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| + | *Email Address for the New Signer: '''type''' the email address of the person you want to assign the envelope. | ||
| + | *New Signer's Name: '''type''' the name of the new signor. | ||
| + | *Please provide a reason to Research Team for changing signing responsibility: '''type''' the reason for changing the signing responsibility. | ||
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| + | 10. '''Click '''"ASSIGN TO SOMEONE ELSE"''.'' The new signer and the original sender receive a notification with you in the Cc. | ||
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| + | 11. '''Click''' ''DECLINETO SIGN'' to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement "Details" page. | ||
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| + | 12. <link-page pageafter="Manual_Signature |Manual Signature" pagebefore="Electronic_Signature_for_Own_Paper|Electronic Signature for Own Paper"></link-page>'''Click "'''FINISH" to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory. | ||
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Revision as of 15:49, 28 November 2021
Electronic Signature for Third Party Paper
Electronic signatures are done through EchoSign or DocuSign. External signatories can choose one of these applications if they wish to do electronic signatures. Refer to Sending an Agreement for Third Party Signature for details on sending the agreement to external signatories.
To sign an agreement electronically:
1. Open the e-mail you receive from EchoSign or DocuSign.
2. Click Review Document. This opens the Please review & Act on These Documents dialog box.
3. Selectthe "I agree..."checkbox and click "Continue". This enables the "Fields" menu in the left panel.
Note: If you are using Internet Explorer, click "Allow"at the tracking physical location message.
In the "Fields"menu, you can use the following options:
- Signature: Drag and drop your signature onto the document.
- Initial: Drag and drop your initials onto the document.
- Date Signed: Drag and drop the Date onto the document. Displays current date by default.
- Name: Drag and drop the Name box. Type your name into the box.
- Company: Drag and drop the Company box. Type the name of your company into the box.
- Title: Drag and drop the Title box. Type the title into the box.
- Text: Drag and drop Text box. Type additional text into the box.
- Checkbox: Drag and drop Checkbox into the document.
4. Drag the Signature onto the document. This opens the "Adopt Your Signature" dialog box. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
| Note: Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed. A notification email is sent to the primary owner, internal signatory and external signatory.
|
5. Verify your signature on the "Select Style" tab:
- Click "Change Style" to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
- Alternatively, click "Draw" tab to draw your own signature. Click "Clear" to clear the signature.
6. Click "Adopt And Sign". The signature and initials appear on the document.
7. Click the Other Actions menu.
8. Select from the following options in the dialog box that appears:
- Click "FINISH LATER" to save the document in its current state and finish the signing process at a later time.
- Click "PRINT & SIGN" to print the document and sign it in ink. After signing it, scan and upload or fax the document.
- Click "ASSIGN TO SOMEONE ELSE" to assign a third person as a signatory.
9. In the Assign to Someone Else dialog box:
- Email Address for the New Signer: type the email address of the person you want to assign the envelope.
- New Signer's Name: type the name of the new signor.
- Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.
10. Click "ASSIGN TO SOMEONE ELSE". The new signer and the original sender receive a notification with you in the Cc.
11. Click DECLINETO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement "Details" page.
12. Click "FINISH" to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.
