E-Signature

Who can request e-signatures? Leaders on the project.

How to start an e-signature request:

• Open the file in Projecis that you would like signed.
• Select "Request Signatures" in the Actions box.
• Select reason for signature, e.g: Annual Review, Approval, etc.
• Select due date if applicable.
• Select persons on the team that should be sign the file.
• Click on "Request Signatures" button on the lower left.

Characteristics:

• Unlike the review process, there are no stages in the signature process.
• Only project members can sign a document.
• Signed documents cannot be deleted from Projecis, but can be archived by Project Leaders.