# 10 March 2026

Source: https://docs.astalty.com.au/training-and-updates/sessions/march-2026/10-march-2026

> This training session covered the eSignature workflow.

This training session covered the eSignature workflow.

Video walkthrough: Astalty Weekly Training 10th March 2026 - 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:

- [eSignatures](https://docs.astalty.com.au/guide/esignatures)
- [Requesting Signatures](https://docs.astalty.com.au/guide/esignatures/requesting-signatures)
- [Participant Records](https://docs.astalty.com.au/guide/participants/participant-records)
- [User Records](https://docs.astalty.com.au/guide/settings/users-settings/user-records)
- [Participant Records Report](https://docs.astalty.com.au/guide/reports/participant-records-report)
- [User Records Report](https://docs.astalty.com.au/guide/reports/user-records-report)