Signer Workflow Transitions

Published on February 6, 2026 DRTE

DRTE Signer Guide: How to Review and Sign a Document

This guide walks you through the full signing experience in the secure DRTE signature portal, from opening your unique link to confirming your signature, or declining the request if the terms need changes.

At a glance

Open the unique link from your notification email or text message.
Accept the legal acknowledgement, then review the document.
Complete every yellow-highlighted mandatory field.
Apply your signature, consent to IP address collection, and click Confirm Signature.

Step 1: Access the Document

To begin, click the unique link provided in your notification email or text message. This takes you directly to the secure DRTE signature portal.

Step 2: Legal Acknowledgement

When you land on the portal, you must complete a mandatory acknowledgement. By clicking "I acknowledge, please proceed," you confirm that:

You are an authorized representative of your organization with the authority to sign.
You agree to the validity and enforceability of this electronic signature process.

Legal acknowledgement screen

The legal acknowledgement screen: click "I acknowledge, please proceed" to continue.

Step 3: Review & Internal Approval

Before taking final action, the following options are available in the portal:

Internal Review: Use the Download icon to save a copy for internal departmental review before confirming or rejecting the file.
Privacy Policy: Review the requester's organizational privacy policy and consent to the collection of your IP address for security purposes.
Declining: If you disagree with any terms, click the "X" icon (top right) to decline. You will be prompted to provide a Decline Reason (e.g., "Changes needed in Section 1.1").

Document review options

Review options in the portal, including the Download icon and the Decline (X) icon.

Step 4: Complete Mandatory Fields

Scroll through the document to locate all yellow-highlighted fields.
These sections, which may include text or date inputs, are mandatory.

Important: All required fields must be completed before the system allows you to provide signature confirmation.

Yellow-highlighted mandatory fields

Yellow-highlighted fields mark the mandatory inputs you must complete.

Step 5: Apply Your Signature

Click the designated Signature Box to open the Signature Pad. You can choose one of two methods:

Name Signing: Type your name into the field and click "Apply Signature."
Signature Drawing: Use your mouse or touch screen to draw your signature manually.

Note: Once the signature is captured, you can click the signature field again at any time to re-sign or apply a new signature.

Signature pad

The Signature Pad, where you can type your name or draw your signature.

Step 6: Final Confirmation

Once all sections are marked as 100% Complete:

Check the box to consent to IP address collection for security.
Click the "Confirm Signature" button to finalize the process.

What happens next? Once confirmed, the document is legally executed. All parties receive a final, fully executed copy via email for their records.

Final confirmation screen

The final confirmation screen with the IP consent checkbox and the Confirm Signature button.

Optional: Decline the Request

You can decline the signature request at any time if the document contains terms you do not agree with. To do so:

Select the Decline Icon: Click the "X" icon at the top right of the portal.
Provide a Reason: Enter a Decline Reason in the text box provided (e.g., "Changes needed in Section 1.1").
Submit: Click "OK" to finalize the rejection.
Follow-up: If the organization agrees with your feedback, a follow-up document is generated and sent for a new signature request.

Decline request dialog

The decline dialog where you enter a Decline Reason and click OK.

Frequently Asked Questions

Can I save a copy before signing? Yes. Use the Download icon to save a copy for internal departmental review before you confirm or reject the file.

Can I change my signature after applying it? Yes. Click the signature field again at any time to re-sign or apply a new signature.

Why can't I confirm my signature? All yellow-highlighted mandatory fields must be completed, and the IP address consent box must be checked, before the Confirm Signature button can be used.

What if I disagree with part of the document? Decline the request using the X icon and enter a Decline Reason. If the organization agrees with your feedback, a new signature request is sent.

Quick Reference

Step	Action
1. Access	Click the unique link in your email or text message
2. Acknowledge	Click "I acknowledge, please proceed"
3. Review	Download a copy, review the privacy policy, or decline
4. Complete fields	Fill in all yellow-highlighted mandatory fields
5. Sign	Type your name or draw your signature, then click Apply Signature
6. Confirm	Check the IP consent box and click Confirm Signature
Optional: Decline	Click the X icon, enter a Decline Reason, click OK

Key Takeaways

You must be an authorized representative to sign on behalf of your organization.
Every yellow-highlighted field is mandatory.
You can download a copy, re-sign, or decline at any point before final confirmation.
After confirmation, all parties receive the fully executed copy by email.

Get Support

If you have trouble opening your signing link or completing the steps above, contact the sender of your signature request or your DRTE administrator for assistance.

Knowledge Article Number: KA-00000