This modules allows you to send a document to one or more users to have them digitally sign. There is the ability to do this 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 and they will reach out to your sales rep.
Tools > eSigning
Click "New" or the "New Request" button to create a new eSign request.
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
Using the fields on the left side, drag and drop them to desired positions.
Signature Used for the person(s) to sign.
Initials Used for the person(s) to place initials.
Date Signed Used for the date the document is signed (auto filled).
Full Name Used to provide the signee's full name (auto filled).
Email Used to provide the signee's email address (auto filled).
Text Box Used to allow signee to put a note on the document.
Text Area Used allow for a signee to free type which also allows for text wrapping for longer text.
Check Box Used to allow signee to put a check mark on the document.
If you wish to change name of field just created or make a field required or not, you can make the change on the right side of the page.
Click "Next" once all fields have been added.
Add a subject and comment. If the document needs a copy sent to someone other than signee, click "Add recipient". Once all needed fields are completed, click "Send Request". The signee will receive their document to sign within approximately 15 minutes.
Dashboard
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.
