Sign Your Workflow Documents
All the documents packages that you have shared (with other users for processing) or have been shared with you (by others) are listed in the "Status" screen of your SharePoint account. Here you can enjoy the document owner view for all your shared (i.e. sent and received) documents, and can sign your "Pending" documents.
Before you proceed to sign a package:
+ You must have the SH-CHECKSTATUS and SH-SIGN permissions in the add-in, and
+ Required SharePoint permissions.
Sign a pending SharePoint document
1. Browse the SharePoint site link (as provided by your SharePoint admin) and log into your SharePoint account.
2. Click any document library (e.g. Documents).
3. From the top menu, select "SigningHub" then "Status":
4. The "Document Status Summary" screen will appear, listing all the shared documents along with their respective information, i.e. Document Name, Document Owner, Date Sent, Package Status, and Actions. See the below table for its columns description.
Document Summary Description |
|
Columns |
Description |
Name |
This shows the name(s) of document(s) in each package, which you have shared from your SharePoint account or have been sent to you for processing. |
Owner |
This shows the email ID of document owner against each package, who has shared the package, i.e. mark.millar@ascertia.com |
Date |
This shows the date and time on which each package was shared. |
Status |
This shows the current status of each documents package. |
Actions |
This shows the actions that can be performed on each shared documents package, i.e.: + Click + Click + Click + Click + Click + Click The document packages are downloaded inside your SharePoint account. Note: when you download a completed document, the color of the download icon is changed from black to green. + Click + Click The completed document packages are shown to their document owners only. Absence of any action against a package implies that it is not related to you. |
5. Click against the pending document (to sign) from the "SigningHub Document Status Summary" screen.
7. The selected document will be opened inside SigningHub for signing.
8. Once the document is signed, a confirmation screen will be displayed showing the file(s) name(s), package ID, performed action and document status.
From here you may:
+ Click the "Home" button to move to your SharePoint Home screen.