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Introduction
This guide shows how to initiate an eSigning Request from the Search page. This allows the user to make use of Search features to find the correct document before conveniently routing it for approval.
A. Problem Statement
After locating a document in Search that requires a signature, users may be unsure of the most efficient path to create an eSigning request. This can lead to extra navigation, duplicate searches, or missed opportunities to leverage integrated functionality.
B. Solution
To follow along with this solution, please click Search on the main navigation bar to navigate to the Search page.
Step 1: Find the Document that Needs to Be Signed
An eSigning request requires a document to be signed, so our first order of business is to find that document.
Select the document type in which you are interested and Search for it as normal using the controls and filters found in the top left frame. For specifics on basic interactions and how to search for documents using Search, please see Search: Overview.
After searching, a set of record summaries will display in the bottom left frame. Double-click on the record, or right click and select View from the context menu, to bring up the document image for the selected record.
Image: Location of View in the Context Menu
Step 2: Sending the Selected Document to eSigning
Now that we have isolated the document that needs a signature added, sending it to eSigning is as easy as pressing a button. Specifically, it's the paper-and-pencil button at the far right end of the icon buttons present at the top of the main document image. Simply press that button, and the eSigning wizard will launch in another tab with your selected document as the target file.
Image: The Add Signature Request Button
Step 3: Fill out the eSigning Request
The eSigning wizard is now open, with the document found via Search selected as the document to sign. To complete the eSigning request, please refer to article eSigning: Dashboard and Create a New Request.
Image: Document from Search in an eSigning Request
C. Best Practices
- For document types that frequently require manual eSignature requests, please be sure to maintain strong Search controls. Define appropriate fields and constraints so that the document to be signed can be singled out efficiently.
- Use consistent naming conventions for documents to improve searchability
D. Troubleshooting
- An eSignature request requires a page that can accept a signature field. Non-templated, pageless documents cannot be used to make an eSignature request.
- Add Signature Request button not visible: Verify you have the appropriate permissions for eSigning. Contact your system administrator if the button remains unavailable.
E. Related Articles
eSigning: Dashboard and Create a New Request
Conclusion
Creating eSigning requests from Search simplifies your document workflow by eliminating unnecessary navigation. By following these three steps—finding your document, clicking the Add Signature Request button, and completing the eSigning wizard—you can quickly route documents for signature. Start using this feature today to streamline your eSigning processes.