Send for Signature and Sign Task

Documents that satisfy both of the following requirements have the ‘Send for Signature’ option available on the Tasks panel:

  • Document is part of a site that has SiteZone enabled
  • Document is indexed to a document type that allows a signature

Note: If the document has already received a Wet Ink Signature, choose the Finalize option instead of the Send for Signature option.

Once the document has been sent to the site for a signature, a ‘Sign Task’ will be available in the Inbox.

Sign Task

Sign Tasks stay in the Inbox until the document has been signed by the specified personnel at the site.

The tasks window on a Sign Task allow the user to Delete the task altogether, Delegate the task to another SiteZone user for signature, or return the task to the eTMF Group Inbox. Normally no intervention is needed in eTMF.

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