If you have configured and activated Company Properties > E-Signatures tab with details about the entity that provides electronic signature technology (DocuSign or AdobeSign), then when you access your BP record Upper Form or Detail Form and open the properties window, you can use the Attachments tab to send the attachment for signature.
The toolbar options and column headings for the Attachments tab are:
Attach Files (paper clip icon drop-down) | Enables you to select a file by way of:
|
|---|---|
Publish to Document Manager | This column displays the hierarchy and the location of the attachment. |
Name | This column displays the name of the attachment. |
Comments | This column displays the comments associated with the attachment. |
Revise | This column displays the revision information about the attachment. |
Upload Date | This column displays the date that the attachment was uploaded. |
Title | This column displays the title of the attachment. |
Other information about the attachment | These columns display other information related to the attachment such as Pub. No., Rev. No, etc. |
When you select an attachment in the Attachments tab, you can click the gear menu and conduct the following operations:
- Review
- AutoVue Review
- Download
- Revise
- Remove
To sign documents within Unifier Document Manager and Business Processes using DocuSign or AdobeSign, you can select one or more documents and send them to one or more assignees for an electronic signature (e-sig). In addition, for documents in Document Manager, you can select a document and self-sign it using DocuSign or AdobeSign, whichever E-Signature provider is configured for the project. This functionality is missing for Business Process attachments. The Self-sign functionality is also available in BP record attachments.
The self-sign is available for BP record upper as well as line item attachments. When you conduct a self-sign, the file opens in DocuSign or AdobeSign. The status of the signature is reflected in the Attachments tab log, E-signatures column. When the file is signed (E-Signature status = Completed), the signed file gets added as a revision of the original file (as a pdf file and name appended by "_signed.pdf").
Business Process records
In the Attachments tab for BP Upper form, or detail form:
- If you select multiple attachments that their E-Signature process has not yet been started, or it is complete, then Unifier enables the option Send for E-signature.
- If the E-Signature process of any of the selected attachments is ongoing, then Unifier disables the option Send for E-signature.
- If you select multiple attachments such that their E-Signature process for at least one of them is In-Progress, then when you right-click, you have the option Recall E-Sign Request. If you select recall, then for each selected attachment with E-Signature status = In-Progress:
- The E-Signature request sent out to each signee who has not yet completed the E-Signature request (Status = In-Progress) is set to recalled, and the E-Signature Status in the E-Sign Log is set as recalled.
- The E-Signature Status column in the Attachments tab is set as recalled.
- The E-Signature status in the E-Signatures node for each signee who has not yet completed the E-Sign task is set as recalled.
In the Attachments Review tab:
- The E-Signature status in the Review window is set as recalled.
- For each selected attachment with E-Signature status as complete, or not started, Unifier ignores the recall request.
The Review window (similar to the Attachments tab for BP Upper form, or detail form) displays the Send for E-Signature and Recall E-Sign Request actions by way of the:
- Gear menu
- Right-click
The right-click options will be visible based on the E-Sign Status of selected attachments. Use the right-click options to send, or recall, multiple attachments for E-signatures. The Recall E-Sign Request option is available only to the:
- E-Signature request sender
- Document Owner
Note: Other users will not be able to view or take action even if all other conditions are met.
E-Signature Log (Declining an E-Signature)
If a signee declines an E-signature request, then the E-Signature log captures the E-Signature status as Declined. When the E-Signature Status = Declined, then the tooltip (triggered by placing the pointer on the status), or the gear menus, displays the reason for decline.
E-Signature Node (E-Signature request)
When you select an E-Signature request from the E-Signatures node, you can see the E-Sign log in the right-hand pane (E-Sign Log). This contains the message which was sent out a the time of sending the E-Signature request and a log of all signature requests’ statuses. When you expand the Attachments tab for BP Upper form, or detail form, if a file has E-Signature requests associated with it, the right-hand pane displays the E-Sign Log tab, next to the preview tab.
Publish from BP to DM
If you attach a file in the DM to a BP record and send it for E-Signature from the BP record, then the revised (signed) file will be published back into the DM at the same location from where the original file was attached. This is irrespective of the publish path on the BP record.
The ability to re-publish DM Document from a BP record allows you to choose to republish (move or copy) a revised DM attachment, if this option is selected in uDesigner then the signed file will be published using the Publish Path.