Signature Methods Used to Manage the Document Signature Lifecycle

PeopleSoft provides four signature methods you can use to manage the document signature lifecycle:

• Adobe: Use this signature method to sign documents using Adobe Systems software.

  To use this signature method, you must have Adobe Acrobat on a windows machine, the server must be set up, and a URL must be defined in the Document Compares and Rendering section. In addition, the administrator must have Adobe Professional 8 installed and users, who are required to sign a document, must have Adobe Reader installed.

• Adobe (Word): Use this signature method to dispatch contract documents in PDF or to use Adobe digital signatures.

  To use this signature method, you do not need Adobe Acrobat, but you do need Microsoft Word 2007, or a later version, installed on the Windows machine. In addition, to use Adobe digital signatures, the document administrator must have Adobe Acrobat installed and users who are required to sign documents must have Adobe Reader installed.

• Adobe Sign: Use this signature method to sign documents using Adobe Sign.

  This signature method provides cloud-based document signature lifecycle management and enables a contract specialist to prepare the document (convert to PDF and create signature fields), route the document, and guide signatures in one step—there is no need to export the document for preparation and re-upload it into the PeopleSoft application. In addition, this signature method enables signers to sign documents without logging into the PeopleSoft application. Signers can sign using their mobile devices.

  To use this signature method, you must have an account with Adobe Sign. In addition, you must have Microsoft Word 2007 (minimum) on the Windows machine and the URL for the application server must be defined using the Installation Options – Supplier Contract Management page.

• DocuSign: Use this signature method to sign documents using DocuSign.

  This signature method provides cloud-based document signature lifecycle management and enables a contract specialist to prepare the document, route the document, and guide signatures in one step—there is no need to export the document for preparation and re-upload it into the PeopleSoft application. In addition, this signature method enables signers to sign documents without logging into the PeopleSoft application. Signers can sign using their mobile devices.

  To use this signature method, you must have an account with DocuSign. In addition, you must have Microsoft Word 2007 (minimum) on the Windows machine and the URL for the application server must be defined using the Installation Options – Supplier Contract Management page.

• Word: Use this signature method to sign documents using Microsoft Word.

  To use this signature method, you must have Microsoft Word 2007 (minimum) on the Windows machine and the URL for the application server must be defined using the Installation Options – Supplier Contract Management page. In addition, users who are required to sign the document must have Microsoft Word 2007 (minimum) to sign the document.