How to Send a Document for Signature with DocuSign

Within SimpleTrials you can both add your own signature to a document or send a document for signature to another person using DocuSign. To send the document for signature to another person (i.e. sending the completed 1572 to the PI) complete the following steps:

1. Navigate to the DOCUMENTS / eTMF view 
2. Select the document record (you may need to expand multiple folders to get the specific record) 
3. Ensure the document file has been uploaded to the document record. NOTE: You may want to electronically sign the record first.
4. Once you select the document record scroll to the DocuSign section
5. Select "Open in DocuSign" 
6. Before being taken to the DocuSign site, you will be prompted to select either Self Sign or Send for Signature
7. To send the document to another person to have them sign, you select "Send for Signature." You will need to input the other person's name and email. NOTE: You can send a document to more than one person for documents that require multiple signatures, you will input those emails after logging into DocuSign
8. After entering this basic information, you will be directed to DocuSign to complete the steps. 

Once the document has been signed, the "Most Recent DocuSign Action" will populate with the details. 

Users Access Requirements

Admin, Manager, Associate, Document Manager,

Portfolio View Access Requirements

All Data, Studies + General Records, Studies Only, Sites Only

Subscription Requirements

Trial, Premium, Premium for Sites, Premium Plus, Enterprise

Glossary
DocuSign	A platform that allows you to input an image of your signature onto a document that integrates with SimpleTrials
Electronic Records Signature	Verifies the details of the SimpleTrials user who authenticated a record or file for 21CFR Part 11 compliance. Any changes made to the file will break this signature.

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