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.

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.

Let's consider a scenario in which a document requires signature markers (signatures and/or initials) as well as other non-signature markers such as date. iManage E-signature considers the document as signed and files it as soon as the signature markers are added. So, if the date field gets added after this, the signed and filed copy of the document won’t include the date. However, if the date marker is added and then the signature markers, the signed and filed copy of the document includes the date.

Also, there may be scenarios in which an envelope/agreement 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.