Task 1: Signing a Document
The following brief video outlines the steps to sign documents of transmittals.
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This page describes how to add a digital signature to a document that is on a transmittal in your
To Do List.
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This page assumes you have located the transmittal of interest in your To Do List. Refer to
To Do List. -
After following the instructions below be sure to set the item in your To Do List to
Completed.
 Open Actions Menu-
In your To Do List select the Actions menu icon, located left of the transmittal number. -
The Endorser Approval Actions menu opens on the left side of screen.
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 Show Transmitted Documents
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From the Endorser Approval Actions menu, select Show Transmitted Docs. -
The list of transmitted documents is displayed.
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 Open Document Actions Menu-
Select the Actions Menu icon, located left of the document number. -
The document Actions menu opens on the left side of screen.
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 Check-out for Signature
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From the document Actions menu, select Check-out for Signature. -
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If there is more than one document attached to the transmittal, repeat steps 3 and 4 as required for each document.
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 Add Digital Signature to File(s)
Edit the downloaded file(s) to add your digital signature.
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 Check-in Signature
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Repeat steps 1 to 3 above to navigate to the document Actions menu. -
Select Check-in Signature from the document Actions menu. Refer to Check In a Document for further information on how to check in a document. -
If there is more than one document attached to the transmittal, repeat this step, as required, for each document.
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