Request Review or eSignature
Part3 digitizes common activities such as signing documents. This document will walk you through setting up your project's authorized signatories and requesting electronic signatures.
Electronic Signatures in Part3: To sign a document in Part3 you must be an authenticated user. The moment a document is electronically signed the event is logged in the document history for all to see. Furthermore, once a document has been returned or issued, it is uneditable, meaning you will always have the original copy saved, minimizing the risk of inappropriate use.
1. Setup Authorized Signatories
The first step is to set up the permissions on your project and ensure only those authorized to do so are able to digitally sign documents.
- 1.1
-
Open the
Team page and identify the user(s) you wish to be able to sign documents. If the pen icon is highlighted that means they are able to sign documents:
- 1.2
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To modify the permissions of a user, click the
menu button to open the below window. Checking
Signing Authority will give them permission to sign documents in Part3:
2. Adding Reviewers
Next, you'll want to add reviewers. This will add them to the first cover page of the change, and grant them the ability to electronically sign the document.
- 2.1
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While working on an open document, click the
+ Add button next to
Reviewers:
- 2.2
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Select the reviewers that you wish to add to this document. You may optionally send them a notification when you add them or wait to notify them at a later time:
3. Request Review of a Document
Next, you'll want to request a review of a specific document.
- 3.1
-
While working on an open document, click
Send for review:
- 3.2
-
You will be presented with a summary of the change so that you may confirm the details. You may optionally send a notification to the reviewers at this point:
Clicking Continue will proceed to the Review step, while clicking Continue & Create PDF will proceed and immediately generate a PDF of the current preview.
Note: The IDs will be automatically assigned at this point if they have not been added. These are based on the number of documents in the system to date, and the values can be updated before issuance.
- 3.3
-
You may add and remove reviewers at any point before issuance:
- 3.4
- Once reviewed and signed, the reviewer's status will be updated as 'Signed', the signature provided on the first cover page will be displayed alongside their name and the time stamp of the signature on the document will be printed.
4. Handwritten Signatures
Applying an eSignature and printing the time stamp of an explicit approval by an authenticated user is a legally binding electronic signature. However, if you or your client wish to continue using handwritten signatures, we've got you covered too.
Before the user's eSignature is acquired, a dotted line is printed on the document to allow handwritten signatures outside of the platform:
As always, if you have any questions or see an issue with this document, please contact us at support@part3.ca