Q: Is the document locked when it’s sent for signature?

A: No, the document isn't locked when it is sent for signature. Any user with the required permissions can edit the document.

Q: Is there an indication that a document is sent and is pending signature?

A: Yes. Right-click the document and select Check E-signature status.

Q: How do we know if a document was rejected by the signatory?

A: Docusign sends an email notification if a document was rejected by the signatory. You can view the status on the E-signature dashboard.

Q: Are certificates of completion available in iManage Work E-signature under related documents?

A: No, certificates of completion aren’t aren’t available in E-signature. They can be accessed in Docusign. To open a certificate of completion in Docusign, select Open in Docusign option in the status listing.

Q: Is the signed document linked to the original document?

A: Yes, the signed document is linked to the original document and can be found on the Related Documents tab.

Q: What types of signatures are supported?

A: Electronic signature (default in Docusign) is supported. Advanced Electronic signature and Qualified Electronic signature aren't officially supported.

Q: What does the status dashboard show?

A: The E-signature dashboard contains all the information about documents in a matter that are sent for signing.

Q: How does a user connect to Docusign?

A: Each user needs to have a username and password to access Docusign. After the iManage Work E-signature is added to iManage Work in iManage Control Center and configured, users can send documents for E-signature.

For more information, refer to iManage Work E-signature User Guide. User will be prompted to enter their Docusign credentials when sending a document to a recipient for signature.