Sending Document to Outside Organization For Signing (via DocuSign)

To send document for signing, you will need to first create a new submission, then define the document routing stage and finally add the signature block.

Creating a New Submission

1. Click on the New Submission button in Dashboard.
2. Select For Approval & Signing in dropdown list to create a new submission.
3. Input the submission information and upload the documents to be signed.
   • Except for the Title, all the other fields is defaulted.
   • Priority refers to the importance of the submission and due date calculation for each routing stage, it is also depends on the values selected. By default, the values include Normal (2 working days to respond) and Urgent (1 working day to respond).
   • Message allows the requester to pass some message/instruction to the action officers.
   • CC List – Users included in the CC list will receive email notification once the submission is completed. They will need to login to KRIS to view details.
     Either type in the name of the person you want to cc, or using the add person button on the right.
     Document(s) for Signing – Here’s where you upload (drag & drop or browse) documents that you require to sign.
4. Under the File Reference section, choose a folder to save the completed submission as record (in PDF format) by clicking the Add button.
   
   

Defining Document Routing and Adding Signature Block

1. Choose DocuSign as the tool for signing.
   
2. Under the Routing section, click on the Add Step button to start defining routing stage for your approval. To Sign step should be the final step as it concludes the submission.
   
   
   • For signers who are outside of organization, add them under External Party Action Officer.
     
     
3. Click on Next to add a signature block. You can simply drag and drop directly onto the document or right click and set block.
   • Upon setting the block, you can still adjust the placement of the block to the respective area which you want the signature to be.
     
4. Once you are done with your submission details, click on Submit to send the document out for signing.
5. After submitting, requester sees the following screen.

Your submission will be sent to DocuSign and an envelope will be created. DocuSign will then send email notifications to all External Party Action Officers for their signatures. Your submission will appear on the My Submission – In Progress section.