Signer Workflow Transitions

Step 1: Access the Document

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

Step 2: Legal Acknowledgement

Upon landing 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.

Step 3: Review & Internal Approval

Before taking final action, you have the following options available at 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").

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.

All required fields must be completed before the system will allow you to provide signature confirmation.

Step 5: Applying Your Signature

• Click the designated Signature Box to open the Signature Pad. You may 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 if you wish to re-sign or apply a new 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 will receive a final, fully executed copy via email for their records.

Step 6 (o): Decline the Request

You have the option to decline the signature request at any time if you find terms in the document that you do not agree with. To do so, follow these steps:

• Select the Decline Icon: Click the "X" icon located at the top right of the portal interface.
• Provide a Reason: You will be prompted to 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 will be generated and sent for a new signature request.