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See how to digitally sign an electronic file using DocuSign:
First of all, make sure that the following prerequisites have being met:
▪Having a DocuSign account; ▪The data of the DocuSign account must be properly recorded in the Digital signature section of the SE Document component. ▪In the document category, on the Details tab  Electronic file section, the configuration of the Digital signature previously executed via DocuSign must be recorded. ▪The user who performs this operation must belong to the security list of the document and have the "Sign" permission enabled. |
1.To make the signature, it is necessary to access the system screen that has the digital signature feature. After that, select the desired files.
2.After selecting the files, click on the Sign electronic file button of the data screen or main screen toolbars. If the document selected for signature has multiple electronic files, a screen will be displayed to confirm the selection of the files you wish to sign. Note that this resource is only compatible with .pdf files or files converted to this format.
3.At this point, the system will display the screen to enter the signatories and the template recorded in DocuSign:
Field
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Template
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If a template has been selected in the category of the document being signed, it will be displayed in this field. If the template type is "Fixed", it will not be possible to edit it. If it is "Variable", it will be.
If a template has not been selected in the category, click on the "Select a template" option and select the template you wish to use in the digital signature. The available templates are those configured through the "Template" menu on DocuSign. Refer to the specific DocuSign documentation for a detailed description on how to create and configure templates.
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Define sending order
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Check this option for it to be possible to define an order to sign the file.
Thus, ClickSign will notify the order "1" signatories; when those sign, the order "2" signatories will be notified, and so on, until all signatories have signed the document.
One done, the file is sent back to SE Suite with the proper signatures.
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Signature
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Fill out the displayed fields with the name and the e-mail of the signatory.
Use the Add new signer option at the bottom of the screen to add a new signatory. In this case, fill out the previously described information.
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4.After filling out the signatory fields, click on Next.
5.On the screen that will be displayed, enter the subject and the message text that will be sent to the signatories.
6.Once done, the following buttons will be available at the bottom of the screen: ▪Send now: Click on this button for the document to be sent to DocuSign, which will notify the signatories of the need to sign it. ▪Edit in DocuSign: Click on this button to open the Docusign system. It can be used to define the location of signatures and rubrics if the Allow entering the location for signatures and rubrics option is checked in the signature configuration. This button will also be available in the signature envelope data, allowing the envelope in progress to be edited. To edit it, the user must simply have permission to sign, and the envelope must have the "In progress" status.
▪After signing the document, click on the green icon in the "DS" column to view the data of the signature in the electronic file. ▪It is possible to view the status of the signature of the electronic file of the document through the DS column on the main screen list of records. Hover the mouse pointer over the icon to identify what it represents. |
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