Sending Attachments for E-Signature

If you have configured and activated the E-Signatures tab in Company Properties with details about the entity that provides electronic signature technology (DocuSign or Adobe Sign), 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:

Item	Description
Attach Files (paper clip icon drop-down)	Lets you select a file by way of: Browse Document Manager Custom Print
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.
Envelope Code	If you are using envelopes in DocuSign or Adobe Sign and a document or group of documents was submitted for an e-signature request, this column displays the code assigned to the envelope that contains the applicable documents. If an envelope is resubmitted for signatures, the code is overwritten with a new code.
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, and so on.

When you select an attachment in the Attachments tab, you can click the gear menu (  ) and conduct the following operations:

Review
AutoVue Review
Open in Office for the web
Download
Revise
Rename
Remove

If DocuSign or Adobe Acrobat Sign (Adobe Sign) is enabled for use, the gear menu also includes Self-sign, Send for E-Signature, and Recall E-Sign Request options, which are displayed or hidden depending on the status of the attachment. To sign documents within Document Manager and Business Processes using DocuSign or Adobe Sign, you can select one or more documents and send them to one or more assignees for an electronic signature (e-signature). If you are using envelopes in DocuSign or Adobe Sign, you can group documents into a single envelope. When the documents included in an envelope are returned to Unifier, they are consolidated into a single PDF instead of returning as individual attachments.

In addition, you can select a document in the Document Manager or a Business Process and self-sign it using DocuSign or Adobe Sign. The Self-sign option is available for BP record upper as well as line item attachments. When you conduct a self-sign, the file opens in DocuSign or Adobe Sign. The status of the signature is reflected in the Attachments tab log, E-signatures column. After 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" and indicating the number of times the file was sent for e-signature).

Business Process records

In the Attachments tab for BP Upper form, or detail form:

If you select multiple attachments for which the E-Signature process has not started, or it is complete, the system displays the Send for E-Signature option. After you select this option, the Send for E-Signature dialog box appears and you can complete the following steps:
1. In the To field, enter the names of Unifier users who should review and sign. (You can also use the pick list to select recipients.) If there are non-Unifier users who should review and sign, enter their email addresses in the External field.
1. Complete the Subject and Message fields, and click Send.
  If the number of files selected or the size of the files exceeds the limits defined by DocuSign or Adobe Sign, the system displays an error message. Make the applicable adjustments and try again.
If the E-Signature process of any of the selected attachments is ongoing, the system hides the Send for E-Signature option.
If you select multiple attachments such that their E-Signature process for at least one of them is In-Progress, when you right-click, the system displays the Recall E-Sign Request option. If you select this option, a confirmation message appears that indicates all files associated with the selected envelope (or envelopes) will be recalled. If you click Yes, the files are recalled and the E-Signature status is set to Recalled on the Document Manager log, E-Signature node, Attachments tab, and File Viewer.
Note: Adding an attachment as a custom print is available regardless of whether E-signatures have been configured for the company or not.

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, the system 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 act even if all other conditions are met.

E-Signature Log (Declining an E-Signature)

If a signee declines an E-signature request, the E-Signature log captures the E-Signature status as Declined. When the E-Signature Status = Declined, 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 pane (E-Sign Log). This contains the message that was sent at 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 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, 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 lets you choose to republish (move or copy) a revised DM attachment. If this option is selected in uDesigner, the signed file will be published using the Publish Path.

Business Process records

E-Signature Log (Declining an E-Signature)

E-Signature Node (E-Signature request)

Publish from BP to DM

See Also