Email Signature
Email signature request will be sent via email as part of the electronic signature process.
Add an Email Signature
Notes: The email used for signature confirmation must not be associated with any system user.
Step #1: Select the type "Email Approval" or "Email Reviewer".
Step #2: Add the user's information (Type, Name, Email, Position, Phone).
Step #3: Press the
icon to add the user.Step #4: Save the identified users by clicking the green checkmark icon
.
To remove a user, press the 
icon.
Once the user has added all needed approvers, the Approvals section will update showcasing their name, Approver type, Signature Status and Date, along with the remove option.
Sign
The approval/review status will always be disabled for changes; it can only be modified from the email address that receives the email.
Press the View button or click the link related to the record.
This will redirect you to a screen where you will need to complete three steps to make the signature decision.
1. Search Request
In this first step, fill in the fields with the data used during creation (the email and phone number must match those used in the "Add an Email Signature" step) and click the search button. For example, if it was created with the email [email protected] and the phone number 7871231234, these same values must be used to search for the signature request.
2. Content Review
In this section, you will be able to see the general and critical information of the record, attached files, other approvers/reviewers, and comments.
Notes:
The amount of information in the Record Details section varies depending on the type of record and the module it belongs to.
In the Files Uploads section, you can view the content by clicking the view icon for all files that support this feature.
After carefully reviewing the record, you can make the decision by pressing the buttons in the bottom right corner.
There is a general exception usually used for actions where the "Close" button is displayed, which is used to exit and the "Reviewed" button is used to review the action.
A confirmation screen will appear to confirm your decision.
Notes:
The record must be in the "Under Review" status in order to make your decision.
You must use the latest email received, as previous emails become obsolete.
Once you have made your decision or have been removed as an approver or reviewer, you will no longer be able to access the signing link for the corresponding record.
3. Review Completed
Once you have successfully made your decision, a screen displaying a summary of your decision will appear.
Their signature has been executed and can no longer be changed.
View Details
Click on any of the Status icons to view the type of email signature and approver information.
A screen will display detailed information about the selected approval or reviewer.
To resend the email for review or approval, click on the "Resend Review Request" button; a new email will be sent.
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