Step 4 - Issuing a Document Request

Notification options for issuing documents for signature or upload requests include the following:
• Email containing an EtzSign link to sign a document (not appropriate for upload requests)
• Email asking the recipient to login to sign/upload
• No notification – place on portal

Dependent on the notification option select for the document, the recipient may receive an email containing a coded link to the document for their signature or they may receive an email asking them to log in to upload or sign the document. Alternatively the document may have been ‘placed’ on their portal available for them next time they log in.

Etz Sign Notification:
An EtzSign document email looks like this (please note the wording contained within the system email templates can be amended to suit your specific requirements):

The recipient clicks the coded link and the document will be displayed for their perusal:

 
If documents are rejected at this stage a reason must be entered:

Upon rejection the system will email the ‘Post’ email recipient as set in the Agency Details area of the system to notify them the document has been rejected.

Documents can be printed too if required.

To sign the document, the recipient must enter their details:

Notification to Log In
An email notification with site log in request looks like the following example:

 
If you are asking a recipient to log in to sign or upload a document then you must ensure they have been sent an invite to the system previously to set up their account log in identity details.

If the user has not yet set up their identity then you can send them an invite from the relevant user entry:

Upon log in to the system the recipient will be presented with their document requests:

 
To action the request they simply click the pencil icon to select the item, then Sign or Reject the item.

Or of it is an upload request then upload (documents must be of PDF, TIF or TIFF format):  

No Notification (Placed on Portal)
Selecting this option will ensure the document(s) are placed on the recipient’s portal where they will be visible next time they log in to Etz.

To action the document request they simply click the pencil icon and sign or upload a document as required.

The document status indicator will change in line with its current status, for example Awaiting Approval if an uploaded document or Signed if successfully signed.