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[[ICM_Help|Home]] > [[Agreements]] > Electronic Signature for Third Party Paper<br/>
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= Electronic Signature for Third Party Paper =
  
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ICM is integrated with Electronic Signature Software (''EchoSign/DocuSign'') that enables external signatory to review and electronically sign an agreement. <br/>
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Electronic signatures are done through AdobeSign or DocuSign. External signatories can choose one of these applications if they wish to do electronic signatures. Refer to&nbsp;[[Using_Adobe_Sign|Using Adobe Sign]] for details on sending the agreement to external signatories.
  
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You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
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To sign an agreement electronically:
  
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In user provision if the '''Internal Signatory''' user has '''Is Signatory Agent''' set as True then agent workflow will be used only for Internal Signatory:
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1. Open the e-mail you receive from AdobeSign or DocuSign.
  
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1. Open the e-mail that you have received from '''DocuSign''', and then click Review Document.<br/>
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2.&nbsp;'''Click '''Review Document. This opens the&nbsp;Please review & Act on These Documents&nbsp;dialog box.
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<div class="image-green-border">&nbsp; &nbsp; [[File:Signature mail.png|RTENOTITLE]]</div>  
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3.&nbsp;Selectthe "I agree..."checkbox and '''click '''"Continue". This enables the&nbsp;"Fields"&nbsp;menu in the left panel.
  
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2. The email also consists of a form, in which you have to decide and enter the Name and Email address of the signer to whom document will be send further for review and sign.<br/>
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'''&nbsp; &nbsp;'''
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<div class="image-green-border">'''[[File:I agree.png|RTENOTITLE]]'''</div>  
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Note:&nbsp;If you are using Internet Explorer, '''click '''"Allow"at the&nbsp;tracking physical location'''&nbsp;'''message.
  
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[[File:Docusign 1.png]]<br/>
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In the "Fields"menu, you can use the following options:
  
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3. Enter the '''Email''' address and '''Name''' of the signer, and click '''Complete and Send'''.<br/>
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*Signature: Drag and drop your signature onto the document.  
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*Initial: Drag and drop your initials onto the document.
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*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
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*Name: Drag and drop the Name box. Type your name into the box.
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*Company: Drag and drop the Company box. Type the name of your company into the box.
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*Title: Drag and drop the Title box. Type the title into the box.
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*Text: Drag and drop Text box. Type additional text into the box.
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*Checkbox: Drag and drop Checkbox into the document.  
  
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4. A dialog box will pop up with a message '''Addressing Complete'''. If you want to review the document click '''Stay and Review'''.
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4. '''Drag''' the Signature onto the document. This opens the "Adopt Your Signature" dialog box.&nbsp;Verify you full name, initials and signature. Your full name and signature appear as they were entered.
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<div class="image-green-border">&nbsp;&nbsp;&nbsp;[[File:Adopt your signature.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>  
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[[File:Docusign 2.png]]<br/>
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{|
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5. Once done click '''Done''', now the DocuSign will send the document to the signers in the same order entered.<bt/>
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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'''.&nbsp;&nbsp;A notification email is sent to the primary owner, internal signatory and external signatory.</div>  
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6. After every signer sign document, a completed email goes to all signers. Also DocuSign mark status as completed and invoke call-back.<br/>
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In user provision if the '''Internal Signatory''' user has '''Is Signatory Agent''' set as false then follow the below workflow for both External/Internal Signatory:
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1. Open the email that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click '''Review Document'''. The '''Please review & Act on These Documents''' window appears. <br/>
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&nbsp; &nbsp; [[File: signature mail.png]] <br/>
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2. Click to select the '''I agree to use Electronics Records and Signatures''' check box, and click '''Continue'''. The '''Fields''' menu is enabled on the left panel.<br/>
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&nbsp; &nbsp; [[File: I agree.png]] <br/>
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{| class="wikitable" |-style="horizontal:align-top;"
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|'''Note''': If you are using Internet Explorer, '''docusign.net wants to track your physical location''' message appears. Click '''Allow'''. <br/>  
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|}
 
|}
  
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In the '''Fields''' menu, you can use the following options: <br/>
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5. '''Verify''' your signature on the "Select Style" tab:
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<ul style="margin-left: 40px;">
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* '''Signature''': Drag and drop your signature onto the document. <br/>
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<li>'''Click "'''Change Style"&nbsp;to change the style of your signature and initials. This shows a&nbsp;list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.</li>
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* '''Initial''': Drag and drop your initials onto the document. <br/>
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<li>Alternatively, '''click '''"Draw"&nbsp;<span style="font-family:">tab to draw your own signature. '''Click '''"</span>Clear"&nbsp;<span style="font-family:">to clear the signature.</span></li>
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* '''Date Signed''': Drag and drop the Date onto the document. Displays current date by default. <br/>
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</ul>
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* '''Name''': Drag and drop the Name box. Type your name into the box. <br/>
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* '''Company''': Drag and drop the Company box. Type the name of your company into the box. <br/>
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* '''Title''': Drag and drop the Title box. Type the title into the box. <br/>
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* '''Text''': Drag and drop Text box. Type additional text into the box. <br/>
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* '''Checkbox''': Drag and drop Checkbox into the document. <br/>
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3. Drag the Signature onto the document. The '''Adopt Your Signature''' dialog box appears. Verify your '''Full Name''', '''Initials''', and '''Signature'''. <br/>Your Full Name and Initials appear as they are entered at the time of your user creation process. <br/>
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&nbsp; &nbsp; [[File: adopt your signature.png]] <br/>
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4. On the '''Select Style''' tab, verify your signature. <br/>
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5. Click '''Change Style''' to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures. <br/>You can select from the list of styles.<br/>
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6. Alternatively, click the '''Draw''' tab to draw your own signature. Click '''Clear''' to clear the signature. <br/>
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7. Click '''Adopt And Sign'''. The Signature and Initials appear onto the document. <br/>
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{| class="wikitable" |-style="horizontal:align-top;"
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|'''Note''': Once the signature appears onto the document, you cannot go back and change the style of the signature. <br/>
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|} <br/>
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8. Click the '''Other Actions''' menu. <br/>
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&nbsp; &nbsp; [[File: other actions.png]] <br/>
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6.&nbsp;'''Click'''&nbsp;"Adopt And Sign". The signature and initials appear on&nbsp;the document.
  
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In the dialog box that appears, select from the following options: <br/>
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7.&nbsp;'''Click '''the Other Actions menu.&nbsp;
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<div class="image-green-border">&nbsp; [[File:Other actions.png|RTENOTITLE]]</div>
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8. '''Select''' from the following options in the dialog box that appears:
  
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:A. Click '''FINISH LATER''' to save the document in its current state, and finish the signing process at a later time. <br/>
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*'''Click'''&nbsp;"FINISH LATER" to save the document in its current state&nbsp;and finish the signing process at a later time.  
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:B. Click '''PRINT & SIGN''' to print the document, and sign it in ink. You can scan and upload, or fax the document. <br/>
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*'''Click'''&nbsp;"PRINT & SIGN" to print the document&nbsp;and sign it in ink. After signing it, scan and upload&nbsp;or fax the document.  
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:C. Click '''ASSIGN TO SOMEONE ELSE''' to assign a third person as a signatory. <br/>
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*'''Click'''&nbsp;"ASSIGN TO SOMEONE ELSE" to assign a third person as a signatory.  
  
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&nbsp; &nbsp; [[File: assign someone else.png]] <br/>
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9. In the Assign to Someone Else dialog box:
  
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In the '''Assign to Someone Else''' dialog box, fill in the following:
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*Email Address for the New Signer: '''type''' the email address of the person you want to assign the envelope.  
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::1. In the '''Email Address for the New Signer''' box, type the email address of the person you want to assign the envelope. <br/>
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*New Signer's Name: '''type''' the name of the new signor.  
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::2. In the '''New Signer's Name''' box, type the name of the new signor.<br/>
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*Please provide a reason to Research Team for changing signing responsibility: '''type''' the reason for changing the signing responsibility.  
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::3. In the '''Please provide a reason to Research Team for changing signing responsibility ''' box, type the reason for changing the signing responsibility.<br/>
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::4. Click '''ASSIGN TO SOMEONE ELSE'''. The new signor and the original sender receives a notification with you as a Carbon Copy (CC) recipient.<br/>
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:D. Click '''DECLINE TO SIGN''' to notify the sender that you refuse to sign the document. <br/>
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10.&nbsp;'''Click '''"ASSIGN TO SOMEONE ELSE". The new signer and the original sender receive&nbsp;a notification with you in the Cc.
  
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9. Click '''FINISH''' to complete the signature process. You receive a notification stating your signature process is completed.
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11. '''Click'''&nbsp;"DECLINETO SIGN" to notify the sender that you refuse to sign the document&nbsp;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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The status of the agreement changes to '''Waiting For Internal Signature'''. An email is sent to the internal signatory. <br/>
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Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once an Internal Signatory signs the agreement, the status of the agreement changes to '''Executed'''. <br/>A notification email is sent to the primary owner, internal signatory, and external signatory. <br/>
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12.'''Click "'''FINISH"&nbsp;to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to&nbsp;Waiting For Internal Signature. An email is sent to the internal signatory.
  
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Tutorials:<br/>
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&nbsp;
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[[media:Electronic Signature for Third Party Paper Tutorial.pdf|Electronic Signature for Third Party Paper]]
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</font>
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<link-page pagebefore="Electronic_Signature_for_Own_Paper|Electronic Signature for Own Paper" pageafter="Manual_Signature |Manual Signature" />
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Latest revision as of 04:24, 20 December 2021

Electronic Signature for Third Party Paper

Electronic signatures are done through AdobeSign or DocuSign. External signatories can choose one of these applications if they wish to do electronic signatures. Refer to Using Adobe Sign for details on sending the agreement to external signatories.

To sign an agreement electronically:

1. Open the e-mail you receive from AdobeSign or DocuSign.

2. Click Review Document. This opens the Please review & Act on These Documents dialog box.

    RTENOTITLE

3. Selectthe "I agree..."checkbox and click "Continue". This enables the "Fields" menu in the left panel.

   

RTENOTITLE

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.

   RTENOTITLE
 
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. 

  RTENOTITLE

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.

 

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