Task 1: Signing a Document

The following brief video outlines the steps to sign documents of transmittals.
 
  • This page describes how to add a digital signature to a document that is on a transmittal in your To Do List.
  • 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.
 
Task 1: Signing a Document
1

Open Actions Menu

1. 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.
2

Show Transmitted Documents

 
  • From the Endorser Approval Actions menu, select Show Transmitted Docs.
  • The list of transmitted documents is displayed.
3

Open Document Actions Menu

3. 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.
4

Check-out for Signature

 
  • From the document Actions menu, select Check-out for Signature.
  • Refer to Check Out a Document for further information on how to check out a document.
  • If there is more than one document attached to the transmittal, repeat steps 3 and 4 as required for each document.
5

Add Digital Signature to File(s)

 
Edit the downloaded file(s) to add your digital signature.
6

Check-in Signature

 
  • 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.