Electronic Signature

Start Routing from Electronic Signature Module

OVERVIEW

Routing Process refers to sending documents from one person to another for review, approval or reference. You can rout the documents or electronic records to approved and sign them electronically. Refer to know more information about the Routing Process that what is it and how to design it.

ROUTING PROCESS LISTING ON DOCUMENTS & ELECTRONIC RECORDS:

Select Main Menu> Electronic Singature> Documents tab to see Documents Listing Page and Select Main Menu> Electronic Singature> Electronic Records tab to see Electronic Records Listing Page with the following fields in the grid view.

  • Action with the following icons:
    • Restart: Available when Status is Cancel to Restart the Routing Process.
    • Cancel: Available when Status is In Work to Cancel the Routing Process.
    • View: Available for all
  • Item ID(Hyperlink): Available for to go to the item detail page.
  • Process Name: Displays the Name of the Process
  • Routing State: Displays the Routing status such as Obsolete, Approved, Cancel, Reject, In Work, Pending Approved.
  • Routing Started On: Displays the Start Date of the Routing Process.
  • Due Date: Displays the Due Date of the Routing Process.
  • Document Name (Hyperlink): Available for to go to the item detail page. (Available only on Electronic Records tab)

START ROUTING PROCESS FOR DOCUMENTS:

Click on Start Routing Button on the Documents Page. The following page is displayed with some fields:

  • Select Process: Select the process from the Select Process dropdown list.
  • Comments: Enter comments if any in the Comments field.

Note: All the comments entered are logged in the DMS cover letter.

  • Select Documents: Select the required filter from the Select Documents dropdown list.

Note: Ensure that the columns “File Name and Revision” are included in the selected filter for you to select the required documents.

  • Include Logo: Select the checkbox if you want to add Logo on the Cover Letter/Generated PDF Document or Vice versa.
  • Click the checkbox(es) corresponding to the required document(s) in the grid view listing documents.
  • Start/Cancel: Click Start. The next user in the routing process receives an Email. The user can click the link in the email to sign the document electronically.

START ROUTING FOR ELECTRONIC RECORDS:

Click on Start Routing Button on the Electronic Records Page. The following page is displayed with some fields:

  • Project: Select the project from the Project dropdown list.
  • Item Type: Select the work item to be signed electronically from the Item Type dropdown list.
  • Status: Select the transition from the Status dropdown list.
  • Process: On selecting the status, select the routing process from the Process dropdown list.
  • Comments: Enter the comments if any in the Comments field.

Note: All the comments entered are logged in the DMS cover letter.

  • Start/Cancel: Click Start. The next user in the routing process receives an Email. The user can click the link in the email to sign the Electronic Records electronically.
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Wait to be Signed Items

Start Routing Process and Sign the DMS Item

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