Signing a Digital Signature document

In the Digital Signature dashboard, you can sign documents that have been sent to you by doing the following:

1. Click the ... menu beside the document you want to sign (with a status of Needs your signature) and select Sign.

   

2. In the document signing page, review Electronic Record and Signature Disclosure and Terms of Service. Click Accept & Continue.

   

3. For full signature field, click Next or scroll down.

   

   Click the signature field.

   

   In the Adopt Signature dialog box, enter your Full Name and/or Your initials and click Continue.

   

   If there are more fields to sign, click Next.

   

   For CAC fields, in the Sign with CAC dialog box, download the document to be signed by clicking on its name. Then sign with your CAC using your preferred software and input any required text fields. Finally, upload the signed document by dragging it onto Drop File Here or Click to Upload or by clicking this and selecting the file.

   

4. Once all signature fields have been completed, click Submit to complete the signing process.

   
   

Declining the Digital Signature process

1. To decline the signing process, click More and select Decline.

Skipping the Digital Signature Process

1. To skip the signing process, click More, then select Skip.

Note: Skipping is only allowed if there are at least two signers and the signature requester has enabled this option when sending the digital signature request.

2. A Skip Signature Request message will appear. Under Reason, you can enter an optional explanation for skipping. The signature requester will be able to view this reason.
   Click Confirm.

3. A Signature Request Skipped message will appear. Close the tab to dismiss it.

Reassigning the Digital Signature Process

1. To reassign the signing process, click More, then select Reassign.

Note: Reassignment is only available if the requester enabled this option when sending the digital signature request.

2. A Reassign Signature form will appear. Enter the Name and Email of the new signer. In the Reason field, you may provide an optional explanation for the reassignment. The signature requester will be able to view this reason.
   Click Send.

3. A Signature Request Reassigned message will appear. Close the tab to dismiss it.

Viewing the Electronic Record and Signature Disclosure

1. To view the Electronic Record and Signature Disclosure, click More and select View Disclosure.

2. The Electronic Record and Signature Disclosure document displays.