Invite to sign on Received PDF documents

This section outlines the steps to invite internal users to sign PDF documents using the Invite-to-Sign feature in the Government Smart Administration System.

Key Steps 

Step 1: Access e-Approval

1. Navigate to the e-Approval section of the system.

2. Go to the "Department box" folder

3. Go to "Registered Received" folder
   

 

Step 4: Share through Invite to Sign

1. Click on 'Share' 

2. Select 'Invite to sign'.

 

Step 5: Assigning Signers/Approvers

1. Drag and drop the signature field to the desired location in the document to select the user(s) who need to sign it ( by searching for the user's name).

2. Adjust the signature fields as necessary.

3. Click on 'send invitation' to notify the selected users.

 

Step 6: Signing the Document

The approver will go to their account → go to e-Approval → Go to the ‘To be processed’ folder → Check for the pending document in ‘Internal Approval.’

1. Select the document to be signed, then click ‘Sign.’

2. Newly opened tab, ‘Drag & Drop’ your signature to the highlighted field.

   1. The user can also drag & drop other fields, such as date, name, or custom text.

3. Click 'complete' after signing. 

Step 7: Access Completed Document

1. Once all signatures are collected, the document is marked as complete.

2. The drafter or approvers can now download, share, or view the completed document.

Notes

• Ensure all required fields are filled out before saving the document.

• Double-check the email addresses of the users you are inviting to sign up to avoid sending invitations to the wrong individuals.