Electronically Signing (e-Sign) Documents

Once a process step is configured with a signing action, this action will be listed in the Action drop-down menu for you to select.

Only PDF files can be electronically signed.

  1. Open the Process Instance page.
  2. Complete all necessary fields.
  3. Click the Action drop-down arrow and select the signing action.

    4. Step names are configurable; therefore, the name of this step will be different for every user.

  4. Click Take Action.

    5. A message prompting you for an electronic signature is displayed.

    You are not required to click the Take Action button if the process has been configured to allow the action to take place by simply making a selection from this drop-down menu. For more information on this setting, see Workflow Properties Page Overview in the Online Help.

  5. Click the link, Click here to review and sign your document(s).
  6. Click Continue to agree to Adobe's terms of use.
    This opens an agreement signing session in Adobe Acrobat Sign.

  7. Click Start to navigate to the location where your signature is necessary.
  8. Click to sign at each e-Signature location in the agreement.

  9. Select Apply once you determine your preferred method to e-Sign. You can type your name, draw your signature or select a signature image from your computer or use your mobile device to easily draw or capture your signature.

    Type Name Option

    Draw Signature Option

    Select Signature Image Option

    Use Mobile Device Option

  10. Click the Click to Sign button to end the signing session.

    11. Ending the Signing Session

    A success message will be displayed on the e-Builder page.

  11. Click Continue to complete this step and send the process to the next workflow step.
  1. Open the Process Instance page.
  2. Complete all necessary fields.
  3. Click the Action drop-down arrow and select the signing action.

    4. Step names are configurable; therefore, the name of this step will be different for every user.

  4. Click Take Action.

    5. A message prompting you for an electronic signature is displayed.

    You are not required to click the Take Action button if the process has been configured to allow the action to take place by simply making a selection from this drop-down menu. For more information on this setting, see Workflow Properties Page Overview in the Online Help.

  5. Click the link, Click here to review and sign your document(s).
  6. Click Review Document.

    7. The file opens in DocuSign.

  7. Review and locate where your signature is necessary.
  8. Drag and drop your signature from the Signature Context menu.

    9. This context menu displays by default, but should you need to reopen it, click the pencil icon Pencil Icon.

  9. Click Finish.

    10. You are prompted for confirmation.

  10. Click Yes.

    11. A success message displays on the e-Builder Process Instance page.

  11. Click Continue to complete this step.