Send for E-Signature
To send a document to another Unifier user or to an External User for electronic signature:
- Go to your project (User mode).
- Click Document Manager node to expand it.
- Click Documents.
- Select a document, click Actions drop-down menu, and click Send for e-signature to open the Send for E-Signature window.
You can select more than one document.
- Select either an Internal or External User.
The Internal user field lets you either enter a user name or select from the User Picker window.
The External user field lets you enter a user name.
- Enter the subject. The Subject field is mandatory. The attached document appears under the Subject field. Click the drop-down menu to see your options.
- Enter a message (fewer than 4000 characters) in the field (Optional).
- Click Send.
Alternatively, you can select the document, click the gear menu ( ), and use Sign or Send for e-Signature.
The gear menu ( ) lets you conduct the following operations on a document:
- Open
- Open in AutoVue
- Download
- Add to Favorites
- Create
- Business Process
- Actions
- Revise
- Check Out
- Check In
- Cancel
- Lock
- Unlock
- Transfer Ownership
- Properties
- Move
- Copy
- Delete
E-sign Log tab
If you configure and activate the entity that provides electronic signature technology (DocuSign or Adobe Acrobat Sign [Adobe Sign]) credentials in the Company Properties > E-Signatures tab and a document has been self-signed, or a document has been sent to an Internal or External User, when the recipient selects the document in the Document Manager log, in addition to the existing tabs on the right side, the log displays the E-sign Log tab. The E-sign Log tab contains:
- The message that was sent when the sender clicked Send in the Send for E-Signature window.
- A list of all users who received the document for signature.
- A list of all users who self-signed the document.
- Print option.
- Download option.
- The columns for Signer, Sign Status, Initiated Date, and Completion Date.
E-Signature Status column
If you configure and activate the entity that provides electronic signature technology (DocuSign or Adobe Acrobat Sign [Adobe Sign]) credentials in the Company Properties > E-Signatures tab, the system displays the E-Signature Status column in the Document Manager log (View > All). When creating a view, you can include the E-Signature Status column in any order you select for the log. The following values are displayed in the E-Signature Status column:
- In-Progress
When at least one signer or assignee has to bring the signing task to a Terminal status (Completed, Declined, or Reassigned).
- Completed
When the status is marked Completed or Reassigned.
- Declined
When the status is marked Declined by at least one signer or assignee.
If there is more than one signer, the Declined status overrides the status for other signers.
Note: These values are represented by yellow, green, and red icons.
In the E-Signature Status column, the values are sorted by Completed, In-Progress, and Declined statuses.
You can use the following file types if you select DocuSign:
Document | .doc, .docm, .docx, .dot, .dotm, .dotx, .htm, .html, .msg, .pdf, .rtf, .txt, .wpd, .xps |
|---|---|
Image | .bmp, .gif, .jpg, .jpeg, .png, .tif, .tiff .dwg: If DocuSign does not support this type of file, the system converts it to a .pdf prior to sending it for e-sign. |
Presentation | .pot, .potx, .pps, .ppt, .pptm, .pptx |
Spreadsheet | .csv, .xls, .xlsm, .xlsx |
You can use the following file types if you select Adobe Sign:
Document | .doc, .docx, .txt, .rtf, .odt |
|---|---|
Image | .jpg, .png, .gif, .tif .dwg: If Adobe Acrobat Sign does not support this type of file, the system converts it to a .pdf prior to sending it for e-sign. |
Presentation | .ppt, .pptx |
Spreadsheet | .xls, .xlsx |
About Actions options
If a document is already sent for E-Signature, and the signing process is not yet complete (the E-Signature status has not yet reached a terminal state), you cannot check-out, lock, or revise that document. If you try to check-out, lock, or revise the document, the system displays: This action cannot be performed on documents whose E-Signature process is not yet complete.
About email containing an E-Signature task
When you (a Unifier user) receive an E-Signature email notification to sign a document, click the Login option in the email, enter your sign-in credentials. The system opens the document in DocuSign or Adobe Acrobat Sign and you can sign.
Note: To receive E-signature task notification emails, ensure that you have selected to receive emails with E-Signature task in your Preferences.
Exceptions:
- If the E-signature node is not deployed from the user mode navigator for the project or shell in which the task resides, then, when you sign in, the system takes you to the home tab of the E-Signature Tasks node, and the E-Sign task can be accessed from this log.
- If the E-signature node is not deployed for the Home tab as well, then, when you sign in, the system takes you to the project or shell landing page and displays the message: You do not have permission to view E-Signature tasks. Contact your Company Administrator.
The above conditions apply only if the status of E-Signature Task that is sent to you is "In Progress." If the status is not "In Progress," then the task window does not appear. Instead, you will be navigated to the E-Signature node in the respective project, shell, or home tab (or to the shell landing page, if the node is not deployed. In this case, you will be presented with the message: You do not have permission to view E-Signature tasks. Contact your Company Administrator.).
Related Topics
Document Manager (DM) and E-Signature
Last Published Sunday, June 8, 2025