Signing Documents Using the Adobe Sign and DocuSign Signature Methods
After setting up digital signatures for the Adobe Sign signature method or the DocuSign signature method, you prepare, route, and sign documents using these steps:
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Create supplier contract document.
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Click the Prepare and Route for e-Signature button on the Document Management page. This opens the Send Documents for Signing page and enables you to add signers and authentication criteria, route the document, and send for signing.
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Specify document recipients, add authentication criteria, and send documents for signing using the Send Documents for Signing page.
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Click Send.
The contract document is prepared (signature fields added) and recipients are notified by email. The email includes a hyperlink to access the document.
Adobe Sign has settings for sequential or parallel signing. Signers are notified to sign in the order recipients are entered, or by the Signing Order field in case of sequential order.
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Signers access the contract document using a hyperlink provided in the email generated in the previous step. Signers do not need to sign into the PeopleSoft application to access the document and can sign it using their mobile device if they wish.
If authentication criteria was established for a recipient, the recipient is guided to an authentication page after clicking the hyperlink. Recipients must provide the appropriate information to access the document.
If delegation is allowed, the signer will have the option to delegate someone else to sign the document. A new signer is added to the document with “delegate” role, and an email notification will is sent to delegated signer. The sender is notified as well. Either the original signer or delegate signer can sign the document. Once one of them signed the document, signing status for the signer and its delegate is marked as signed.
If the signer selects ‘I will not e-sign,’ the signing process is cancelled. The sender is notified by email and signers can no longer access the document. The signature process is cancelled for the signer and the document status is changed to ‘Aborted’ with the signer status set to ‘Recalled.’
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The contract administrator can track the status of documents pending signature using the Electronic Signature Polling page or the Get e-Signature Status field on the Document Management page.
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