Once the document has been generated and is ready to be sent, the next steps are to confirm the signature workflow and then send it for signatures.
Press the
NOTE: If clicking
results in an "Unexpected Error message", please contact your Equus representative. The following screens will not be accessible unless DocuSign has been integrated with the site being used.
The
button checks to determine that, if the document was reviewed and edited, its format and use of e-signature tags is correct. An error displays on the Documents page for any of the following conditions, and the user must upload a valid document to send the document for e-signature.
Document doesn’t have any e-signature tags. "The E-Signature document <document name> must contain at least one signature tag. Upload a valid document to continue."
Document has one or more e-signature tags that are greater than 50 characters in length. "The E-Signature document contains one or more signature tags longer than 50 characters. Upload a valid document to continue."
Document contains one or more e-signature tags that are missing text after the last underscore (e.g., is "EQ_ESIGNATURE_"). "The E-Signature document contains one or more invalid tags '<tag name(s)>'. Upload a valid document to continue."
Document contains one or more tags that are unmerged (e.g. the user picked a document that is really a Merge Document, not a post-merge document). "The E-Signature document contains unmerged tags. Upload a valid document to continue."
2. The E-Signature Request Details page opens on the Signers tab, populated with the workflow that was configured on the originating e-signature merge document template including the names and emails of the resources from the assignment.
It is possible to make modifications in the Document Signers section if the field is not greyed out. To make changes to a greyed out field such as the assignee's email address, click
and delete the document from Assignment Documents page. Make the necessary changes in the Employee or Assignment record before generating the e-signature document again. If no changes are required, click
Confirm the signer information in the E-Signature Request Details page, Signers tab. The fields are the same as the ones found in the Merge Documents Signers section.
Like on the Merge Document page, the E-Signature Request Details page checks to make sure every e-signature tag in the document is represented with a signer on the Signers tab. If this is not the case, an error displays, and either the document, the signers, or both must be corrected in order to continue.
Warning: Clicking the tabs to navigate between the two pages causes any changes to be lost; it is therefore recommended to navigate using
. Clicking
and then
can be used to save an e-signature request without sending.
3. On the Delivery tab, if you chose to designate a default e-signature email template, these will automatically be selected and populate the email Subject/Body sections with data. It is possible to modify the subject and body of the email if needed before pressing
.
It is also possible to select/change the email template by selecting from the Email Template choice list. The choice list contains a list of active system and company email templates that have been associated with the E-Signature Request Details page.
4. Click
to only save changes or
to send the document for e-Signature for the initial round.