BENEFITS
- Saves users time and reduces paperwork by allowing them to sign documents electronically.
- Users will be able to apply their signature and/or their initials to documents in the provided fields.
- Documents will display a date stamp to capture the day in which the document was electronically signed (this cannot be altered by the user).
- Reduces the number of checklist items that administrators need to review.
- Provides a PDF copy of the signed document that can be retrieved at any time or added to a summary report.
NOTES
- This release will not include allowing users the ability to digitally enter information into other fields on a document (i.e. web form). The current E-signature feature allows a user to provide a signature or initials only.
- All e-signed checklist items must be set up and configured to accommodate E-signature during the CB Bridges™ onboarding process.
- This feature only allows for 1 signature or initial to be provided per page of the document.
STEP 1:
This is an example of a Pro Advantage Tracker checklist item card for a document that can be e-signed. Users will click the blue link to start the process.
STEP 2:
The document that needs to be e-signed will display in a new window.
STEP 3:
Users can scroll through the document using the "Next" button in the top left of the window, or by scrolling down. All E-signature fields will be highlighted in blue. To e-sign the document, the user will click the blue box.
STEP 4:
Users can draw their signature and initials using their mouse, or they can choose one of the styles provided on the right side of the screen. When they are finished e-signing, they will click "Insert Signature."
STEP 5:
After the E-signature process is complete, the user will be able to access the finalized PDF that contains their E-signature.
