How to electronically sign a document
This guide will show you how to electronically sign a document.
Your platform enables you to create and sign through electronic signatures through DocuSign. In the platform, you can use the templated settlement agreement or co-draft document created during a web conference or import your document from within the document repository and send it for electronic signatures. These documents can be signed whether you are within a web conference or offline.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-143053_1d5zvkr.png)
1) As a signatory to a document, you would have received an email notification that there is a document to sign. Click on 'View Document' to log in to the platform.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-170042_u7mxg3.png)
2) Go to the case, click on the DocuSign tab, and you will see the execution version of the document to be signed.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-170539_1jlafip.jpg)
3) Click on "Sign-Now" to view and sign the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-170808_vfbwlo.jpg)
4) the document to be executed opens in the following dialogue box. You can click 'Continue' to view the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171132_8xz2of.jpg)
5) Scroll down to the last page to view the signature block of the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171329_17m1zxj.jpg)
6) Click on "Sign" to insert your signature. The document will also include a date and time stamp indicating when you executed it.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171705_174s3s2.png)
7) Click on "Finish" to close the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171928_1eyjo67.jpg)
8 ) You will notice that the 'Sign-Now' button has been removed, and you will only have the option to view your document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-172154_1hy36a7.jpg)
9) The status will change to 'Complete' once all the signatories have signed the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-172636_20j1hp.jpg)
10) Click on the icon to download the executed version of the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-173142_fzxrre.jpg)
11) Scroll to the last page to see the executed signatures.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-173307_107h2lg.png)
Your platform enables you to create and sign through electronic signatures through DocuSign. In the platform, you can use the templated settlement agreement or co-draft document created during a web conference or import your document from within the document repository and send it for electronic signatures. These documents can be signed whether you are within a web conference or offline.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-143053_1d5zvkr.png)
Signing a document
1) As a signatory to a document, you would have received an email notification that there is a document to sign. Click on 'View Document' to log in to the platform.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-170042_u7mxg3.png)
2) Go to the case, click on the DocuSign tab, and you will see the execution version of the document to be signed.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-170539_1jlafip.jpg)
3) Click on "Sign-Now" to view and sign the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-170808_vfbwlo.jpg)
4) the document to be executed opens in the following dialogue box. You can click 'Continue' to view the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171132_8xz2of.jpg)
5) Scroll down to the last page to view the signature block of the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171329_17m1zxj.jpg)
6) Click on "Sign" to insert your signature. The document will also include a date and time stamp indicating when you executed it.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171705_174s3s2.png)
7) Click on "Finish" to close the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-171928_1eyjo67.jpg)
8 ) You will notice that the 'Sign-Now' button has been removed, and you will only have the option to view your document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-172154_1hy36a7.jpg)
9) The status will change to 'Complete' once all the signatories have signed the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-172636_20j1hp.jpg)
10) Click on the icon to download the executed version of the document.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-173142_fzxrre.jpg)
11) Scroll to the last page to see the executed signatures.
![](https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-07-12-173307_107h2lg.png)
Updated on: 15/07/2024
Thank you!