Signing a document from the Documents module

To sign a document from Documents module, follow these steps:

1. Navigate to the eTMF module, there select Document section, at the top of the Index Pane, the user will see the View Document By dropdown menu.
2. This dropdown menu allows users to choose how they want to view the documents.
3. Click on the dropdown to reveal the available columns.

4. Select the My eSignatures from My List columns and click on select button.

   

5. This selection will display the folder with document statuses that are sent for the user’s eSignature and select the folder that needs to open for eSignature.
6. The selected folder will be displayed document in the grid views. Check the checkbox next to the Document icon to open the Metadata panel in the right pane.

7. From the Metadata panel, click the eSignature option, enter the purpose of the signature and click on Sign Document button.

   

8. A new ‘Please Provide Your Credentials’ window will pop up, where the user needs to enter Username and Password to verify identity and complete the signature process by selecting the OK button.