When an internal user is assigned as a signatory, the signing journey begins with an email notification from emSigner.
The email includes:
Document name
Sender name
Sent date and time
A Review and Sign action button
Clicking Review and Sign initiates the signing process.
The user is redirected to the emSigner login page.
After successful authentication, the user is taken directly to the assigned document.
No manual navigation is required to locate the document.
Once inside the document viewer, the user can:
Read the complete document content
Navigate between pages using page controls
View document metadata such as document name and reference number
The viewer also provides quick access to key actions and information.
While reviewing the document, the following options are available:
Next Guides the user to the next required action, such as initials or signature placeholders.
View/Add Attachments View supporting documents or upload attachments (if enabled).
Doc Log View the audit trail and activity history of the document.
Signing Order Indicator Displays the list of participants and the signing sequence.
Save Save progress and continue signing later.
Decline Decline the document with a reason.
Delegate Delegate signing responsibility to another user (if permitted).
Others Additional options such as:
Download document(s)
Share
Add comments
Review document details
Sign & Finish Used once all required actions (fields, initials, signatures) are completed.
The Next button highlights and navigates the user directly to:
Initial placeholders
Signature placeholders
Required fields
This ensures the user does not miss any mandatory signing steps and can move through the document efficiently.
Last updated 6 months ago
