How to Complete and Sign off on a Document

Documents that are Published can be accessed from mobile devices by tapping ‘Documents’ from the menu. Documents are organized into Groups. Simply tap on the document group to view which documents are available in that group.

1. Navigate to the document in the Document Library.
2. Click on the document from this list to open the document to review. Alternatively, you can search for a document name by using the search bar function at the top of the page.
3. Select the Project you would like the signed document to be filled under
4. You will then have the option, to ‘Sign’ the form.
5. Click ‘Sign’ opens the form to be able to sign the document.
6. Sign the document and add any adiditional signatures.
7. Submit the document once complete

Let's see that step by step.

1. Open the app, navigate to documents.
2. You may have documents that are assinged to you and you will see these under the "Requiring My Attention". You will also see draft documents, documents that you have signed but not yet submited, in this section as well.
3. You can also navigate to the Library to find the document that your company has requested you to sign. Use the search feature to find the specific document.
4. Click on the document title and you will see the document and be able to review.

3. Once you are ready to sign, select a project by clicking on “Select a Project” by project. You will see a list of available projects and search function is available for simplicity. Projects are mandatory to when signing a document
4. Select Sign at the bottom of the page and select your name from the user list. A signature box will appear. You can sign using your finger or a stylus, and select ‘Save’

5. 

6. You can have additional users and contacts sign off, by clicking on the sign as and picking the relevant list. Using the search filter you can narrow down your results.
7. After signing, tap the ‘Submit’ button to finalize this sign off.