Overview

This article refers specifically to using the Responsive eSignature feature. For information about using eSignature with projects, see Triggering eSignature from projects.

You can sign documents within Responsive by using eSignature. There are two options for signing documents: signing documents yourself or sending signature requests to others.

Requesting signatures using eSignature

1. Go to eSignature and select Send for Signature, then upload your document from the Document Library or an enabled cloud storage integration.
   Note: Only .docx, .pptx, .pdf, .png, .jpeg, .jpg, and .bmp file types are supported.
2. Click Next.
3. Enter the recipients email address and display name in the appropriate fields. Click New Recipient to add additional recipients.
   Note: You can add CC recipients in the CC field.
   
4. Click the Advanced Settings icon to the right of the recipient information to view additional options.
   • Allow user to reassign will allow the recipient to re-assign their signing to another user.
   • Allow user to Add fields will allow the recipient to add more fields to the document.
5. Click the Mail icon to add a private message (optional). Clicking the Key icon will include a randomly generated authentication code that the recipient must enter to open and view the document.
6. To enforce the order that each recipient signs the document, select Set signing order. Drag and drop the recipient rows to the desired order.
7. Click Next.
8. Select a recipient, then click and drag fields (such as Signature, Initials, Date signed, Text, and Checkbox) to the document. Turn on the Required toggle as needed when adding fields.
   Note: Documents won’t be marked as completed until all required signers have signed.
   
9. Review the Document thumbnail view (optional):
   • Up to five recipient names are now displayed in multi-color stickies when fields are added to a page.
   • The stickies are displayed on pages where fields are added.
   • On hover, the recipient’s name is displayed.
   • The sticky color is usually the user’s avatar color.
     
   • When there are more than five recipients, the multi-colored sticky is replaced by a gray sticky.
10. Click the Comments icon at the top right of the screen and enter a comment for the recipient in the Text field, then click Send.
    • Optionally, tag recipients by typing @ and selecting from the list of recipients. Tagged recipients are notified via email.
    • All document recipients can view its comments.
11. Click Next.
12. On the final page, under Email Settings, configure the email to be sent to the recipients. Type the email message and add a due date (and reminder) as needed.
13. Review the recipients list, then click Send.
    • A confirmation page appears confirming that the document has been sent to the signers, and each signer will receive an email notification with a link to sign the document.
    • As recipients sign the document, you can view the status of the signatures by going to the document’s History.