With eSigning, you can send a document to 1 or more users to have them digitally sign from Tools, Search, and Workflow. If you do not have this module and would like to get setup with it, please reach out to support@scview.com 


1. After logging in, go to Tools->eSigning

2.  Click "New" to create a new document to be eSigned


3. Select File to upload

   Enter who needs to sign

   If multiple signers required, click "Add Signer"

   If you need to sign, click "Add myself as a signer"

   Click "Next" when all needed fields have been completed


4. Using the fields on the left side, drag n drop to desired positions. Click "Next" once all fields have been added. 

Signature: Used for person to sign

Initials: Used for person to place initials

Date Signed: Used for date document signed (auto filled)

Full Name: Used to provide signee's full name (auto filled)

Email: Used to provide signee's email address (auto filled)

Text Box: Used to allow signee to put a note on the document

Check Box: Used to allow signee to put a check mark on the document

If wish to change name of field just created or make a field required or not, can make change on the right side of the page.

 

5. Add a subject and comment. If need to send a copy to someone other than signee, click "Add recipient". Once all needed fields completed, click "Send Request". The signee will receive their document to sign within 15 minutes. 



The dashboard allows you to view the status of any eSigning documents you have sent out. Once all required users have signed the document, the status will change to "Signed". From here, you may also cancel or delete a request. To do this, you right click on the eSign line you wish to cancel or delete and select the action you wish to complete. 


Send From Custom Form


This can be done from Search or from My Forms. 

**NOTE** You must have access to search to use this method. 


1. Create a new form and check "Create eSign Request on Submit"


2. Once all fields on the form have been completed, click "Submit"

This will bring you to the eSign module. Complete as needed and submit.


Send From Workflow


This can be done from any queue you have access to. 

**NOTE** You must have access to search to use this method.


1. Click eSign annotation on document wish to have signed.


2. Fill in who needs to sign and all applicable fields and click "Next"

This will bring you to the eSign module. Complete as needed and submit.


What needs to happen?

If all signers complete the request: Where in the workflow the document will go after signed.

If any signers decline the request: Where in the workflow the document will go if anyone denies the request.