Guide to Electronic Signatures (e-Signatures)

This article applies to: All Professional Users

There are two ways to create an electronic signature request. You can create e-signature requests by:

1. Uploading a new file to in the Signatures section
2. Sending a file from your Request List

You can request signatures from any number of recipients, both inside and outside your organization. Signers do not need to be registered AuditDashboard users.

Once all parties have signed the document, everyone will receive an automated notification with a copy of the completed file. You can also check the signing status at any time directly in your portal.
 

1. Create a Signature Request by uploading a new file

1. Navigate to "Signatures" from the left-hand navigation menu.
2. Click New Signature (or drag and drop your document)
3. Add the signer(s) emails
4. Place signature fields

5. Click 'Preview and send'

   Users can include a custom message that will appear in the email sent to all signers. Once the document is signed, all parties will receive an email notification with a copy of the signed document. 
    

   

2. Create a Signature Request from your Request List

1. Navigate to the engagement request that contains the document you want signed.
    

2. Click the three dots beside the document and select Sign File. This will take you to the Signatures section.
    

   

3. Add the signer(s) emails
    

   

4. Place signature fields

5. Click 'Preview and send'

   Users can include a custom message that will appear in the email sent to all signers. Once the document is signed, all parties will receive an email notification with a copy of the signed document.