Alright, let's get into the nitty-gritty of digitally signing documents in Coordinoter. This feature is a game-changer, allowing you to streamline your workflow without needing any third-party software. Say goodbye to the days of printing, signing, scanning, and emailing documents. Here’s how you can do it all within Coordinoter!
Navigating to the Document Editing Page
First things first, you need to get to the document creation page. Here's how:
1. Click on the Documents item in the main sidebar menu, or click [here].
2. Click on any of the documents you wish to have signed.
Document Signature Options
Once you’re in the document editing page, you’ll see the Signing dropdown button. Clicking this opens up the document signature options. You’ll notice two sections: one for Provider Signing (that’s you) and one for Recipient Signing (the participant or their representative).
Provider Signing
Authorised Person: This will be prefilled with your full name.
Date: This is the datetime that will be used to say when the document was signed.
eSign Button: Click this button, and the document will be automatically eSigned in the required fields with your saved signature and the date/timestamp. You’ll see the signature present in the document view instantly.
Recipient Signing
Document Recipient Dropdown: This defaults to the assigned participant or their nominee/guardian. It will also include all of the participant’s contacts and will update the email accordingly.
Email Address: Select who needs to sign it and press the Request Signature button. This emails the recipient a unique link to their very own, secure eSigning portal.
The Recipient's Experience
The recipient will receive an email with instructions on who the request is from and how to access the secure link. When they click the link, the portal will open, and once they pass the security check, they will see the document with an eSignature block underneath it. They can sign on any device and hit submit.
They’ll get a notice that the document has been successfully signed, and they’ll also receive an email advising signature completion. You’ll get an email advising that your signature request has been completed, as well as the same messaging in an in-app notification. The document will now have the participant's signature applied with its date/timestamp. You’ll notice that the signature buttons will also be disabled once signed to prevent duplication.
Document Status Updates
If necessary, the document’s status is also intelligently updated based on the document type and who has signed. You might see statuses like:
Awaiting Provider Signature
Awaiting Participant Signature
All Signatures Complete
No Signatures Required
Why eSign?
Digitally signing documents is not just about convenience; it’s about efficiency and security. No more back-and-forth emails, no more printing and scanning. Plus, you save on the cost of third-party signature software because Coordinoter has it all built-in and better.
So there you have it! You’re now equipped to digitally sign documents within Coordinoter like a pro. Enjoy the seamless experience and get those signatures with ease!