Some documents require a digital signature, such as an invoice. To request a signature, select the CREATE SIGNATURE REQUEST option on the document that needs to be signed. In this example, the District User is submitting an invoice for digital signature:
The email address of the approver is displayed. This is defaulted to the CBO for the district. Select the SUBMIT REQUEST option to send the document for signature:
Once the signature is submitted, the "Status" of the Sign Request will display as "Submitted" and the date of the submission:
Digitally Sign Document
After a digital signature has been requested, the approvers will receive an email notification and request to sign. Select the REVIEW AND SIGN option to review the document:
The document will be displayed. Once you have reviewed the document, select the signature block to digitally sign the document:
Select the type of signature, sign the document, and select the "Apply" option:
Once you've added your signature, it will appear in the document. To complete signing the document, select the CLICK TO SIGN option at the bottom of the form:
If there are multiple signatures required, the document will be automatically routed to the next approver. Once all signatures have been obtained, the signed document will automatically be added to the "Related Documents" section: