Astalty Logo

eSignature Workflow

Training Session Recording

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: