Recipient Signing Process For Change Orders
Introduction
After you send a Change Order for Signature, the Contact will receive an email with instructions for digitally Signing the Change Order. The article below outlines the Signature Process for the Recipient.
Recipient Email Overview
When you successfully send a Change Order for digital signature, each Recipient receives an email from notifications@zohosign.com as shown below.
Steps for Recipient to Complete Signing
Once a Recipient receives the Digital Signature Request email, they can complete the Signing process via the steps below:
1. In the body of the email, click the red Start Signing button.
The body of the email includes:
- Top Message - Includes the Sender's Email Username, Company Name, and Sign "Document Name"
- Sender - Full email address of the user who is sending the document for signature
- Organization Name - Your Company Name
- Expires on - Date the document will no longer be available to Sign
- Message to all - Note, if any, that was added when completing the Send For E-Sign process
2. A new window will open up for the Recipient with a recap of the information contained in the email. Click the red Proceed to document button.
3. You can review the entire document by using the scroll bar to view all pages - even if multiple documents were added. In addition, if there are multiple documents, the Recipient can easily jump to the start of each document by clicking the document name from the left navigation menu.
4. Once the document has been reviewed, the Recipient first needs to agree that they have read and understood the Electronic Record and Signature Disclosure. To agree immediately, the Recipient can click the check box in the top left, then click the green Agree & Continue button in the top right.
To read the full Terms and Conditions first, the Recipient can click the Electronic Record and Signature Disclosure link, then the green Agree & Continue box in the lower left.
After agreeing, the recipient is automatically moved to the first line for signature.
5. Click on the light green Signature box.
6. The Recipient will be prompted to select their preferred Signature Type. Once selected, click the red OK box in the bottom right.
7. If more than 1 signature is required, after step 6 is completed, it will automatically move the Recipient to the next signature line. When the Recipient clicks on all future signature boxes, it will automatically apply the preferred signature chosen in step 6.
8. After the Recipient has added their Signature(s), they are prompted to click the green Finish box in the top right.
9. After completing the Sign process, the Recipient is auto-directed to the page shown below confirming they have Signed the Document. From here, they can download the document, print it, or have it emailed to them.
10. When all Recipients have completed the Sign process, each Recipient will receive an email notifying them that the Signed Document signing is complete. The email also contain a PDF of all signed documents.
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