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  1. Sessions
  2. 10 March 2026

10 March 2026

This training session covered the eSignature workflow.

We covered the following:

1. Feature Overview

  • E-signatures are available to premium subscribers
  • Account owner must accept terms and conditions
  • Admin users have access by default
  • Additional staff access can be enabled through user permissions
  • Overview of the E-Signatures page
    • View signature requests
    • Open draft requests
    • Preview documents
    • Track request statuses (draft, waiting signature, signed)
    • Filter requests by status

2. Creating and Sending eSignature Requests

  • Steps to create a new signature request
  • Select recipient type:
    • Participant
    • Staff member
    • External contact
  • Add documents by:
    • Uploading files
    • Selecting existing participant documents
  • Bundle multiple documents into a single envelope
  • Configure signers and signing order
  • Add subject and message for the request
  • Use note templates for pre-written messages
  • Enable automatic reminder emails for unsigned documents
  • Note: each signature request costs $1

3. DocuSign Signing Workflow

  • Add signature fields, names, initials, and date fields
  • Documents are converted to flattened PDFs, so form fields from templates are not interactive
  • Send the request for signature
  • Recipient workflow:
    • Receive email
    • Click Review and Sign
    • Accept electronic signing
    • Adopt, draw, or upload a signature
    • Submit signed document
  • Adopted signatures can be reused across fields in the same request

4. Managing Signed Documents

  • Track document progress:
    • Viewed
    • Awaiting signature
    • Signed
  • Download:
    • Original document
    • Signed version
    • Partially signed version
  • Use Activity Log to track document history
  • Download Audit Trail for signature verification (useful for NDIA/LAC requirements)
  • Signed documents automatically appear in the participant’s profile

5. Using Participant Records with eSignatures

  • Create participant records from signed documents
  • Select record type (e.g., service agreement)
  • Attach existing documents or generated forms
  • Upload external documents such as NDIA consent forms
  • Generate forms from participant templates
  • Convert documents into records before sending for signature
  • Send multiple record documents together in one signature envelope
  • Completed documents update the participant record status automatically

6. Reports and Compliance Tracking

  • Use the Participant Records Report to monitor documentation compliance
  • Identify:
    • Missing records
    • Expired records
    • Records awaiting signatures
  • Filter by:
    • Record type
    • Status
    • Primary coordinator
    • Participant

For more information, check out the following User Guides: