Signer's view
1. In addition to receiving an email, external employees who use the MEE (Mobile Employee Experience) App will see a notification of a new document to sign. Signers can view the document posted on the MEE's Documents card and can add their signature directly from the Documents Card.
For non MEE App users, signers will receive an email containing a hyperlink that directs them to the document that requires their signature. Emails can created from email templates and different templates can be used for different signers.
2. Clicking on hyperlink in the email shows the DocuSign screen if the document is available for signing.
If the document is no longer available for signing due to it being completed, the signer will receive the following error message.
If the document has been deleted, the signer receives an “Access Denied” error.
3. If the document is available for signing, the signer is taken to the DocuSign screen. The signer can click [Continue] to accept (sign) or [Decline to Sign] from More Options to decline (or refuse to sign).
How to accept (sign) e-signature document
1. From the DocuSign screen, press [Continue] at the top of screen. Click on the [Sign] functionality to indicate acceptance of the document. This will apply the e-Signature to the document.
2. Click [Finish] to complete the action.
3. The following message will appear notifying the signer to close the window.
How to reject (decline to sign) e-signature document
1. From the DocuSign screen, click [More Options] and select the [Decline to Sign] functionality to indicate that the signer does not accept the document’s contents, or have another reason to NOT sign the document.
2. Provide a Reason and press [Decline to Sign] to complete the action.
3. The following message will appear notifying the signer to close the window.
4. An email will be sent but note that this will NOT be recorded in the Notes / Communication screen. The reason for decline is displayed in the Comment field found E-Signature Request Details page.
Click on [View] for the Declined request.
The comment is displayed in the Document Status section.