Signing a document

You can sign a document from the signature email or from Docusign.

To sign a document, select Review Document in the signature email you received. For more information on how to sign a document, refer to Docusign help.

NOTE: Only signatures and initials and not dates, are currently supported for Docusign.

Completion email sent to the sender of the document

After all signatories have signed the document, the sender of the document receives a completion email. This email includes the date the document was sent, along with a copy of the signed document. To view the signed document in Docusign, select View Completed Document in the email.

The document status changes to Signed in the E-signature dashboard after all signatories have signed it and E-signature files a copy of the signed document to iManage Work.

Signed_Status.png

NOTE: There may be scenarios in which an envelope/package contains multiple documents, out of which only one or a few require signature, while some documents may need the signatories to add only a date or other information for completion. iManage E-signature does the following for each such completed yet non-signed document in the envelope:

  • Changes the status to Signed but the Signed/Signatures column displays 0/0.

  • The completed document and Certificate of Completion are uploaded to iManage Work.