Intro to creating Electronic Signature Requests

There are two ways to create an electronic signature request.

You can create e-signature requests (A) by uploading a new file to Signatures or (B) from Files and Documents in your Request List.

In either case, e-signatures can be requested from any number of recipients both inside or outside your organization. Signers do not need to be registered users of AuditDashboard.

A. Create a Signature Request by Uploading a new file to Signatures

  1. Navigate to "Signatures" from the left-hand navigation menu.
  2. Drag and drop a document onto the screen or click the + icon in the top right-hand corner.

Click here to learn how to decorate your documents for signatures.

 

B. Create a Signature Request from your Request List

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

  2. Select the paper clip - the Files & Documents Activity Tab.

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  3. Press the Sign Document icon (blobid0.png) beside the version number.  This will take you to the Signatures section and initiate the process for decorating your document.

  4. From here you can add any number of signers. Signers do not need to be registered users of AuditDashboard nor will they need to register before signing your e-signature request.

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  5. Once you have added the signers, you can re-order them via drag and drop, or you can press Submit to save the Signature File and move to the Decorator Experience.

Click here to learn how to decorate your documents for signatures.

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