Sign

When you select a 'Pending' document, the 'Sign' button appears in the information panel, allowing you to initiate the signing process. Clicking the 'Sign' button opens the document in the document viewer. An 'Action Required' banner will display the number of actions you need to complete. You can either click the 'Go to Field' button or manually left-click the signature field and then select the 'Sign' option to sign the document.

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Sign a document

1. Select a 'Pending' document, and click the "Sign" button in the information panel.

2. Click the 'Go to field' button appearing on the 'Actions Required' banner. Or manually locate the field assigned to you.

3. Left-click the signature field, and click on the 'Sign' option.

4. Click on the 'Sign' button.