Sending Documents for e-signature –you can send PDF, Word and PowerPoint Documents directly for signature. Users should note that typically, e-signature systems recommend using PDF Format for signature but often allow other document formats, so we increased this functionality to meet client requests.
Uploading new Document versions and sending for signature – Team Members assigned a Task to upload or attach a Document can't amend the Task to upload a new version or send for signature from the Task itself. However, by client request, we have added functionality in the Data Room to enable a Team Member who is assigned a Task requiring them to upload or attach a Document to upload a new version and to send for signature from the Data Room without having to request changes to the Task from the Pathway Manager. Only Team Members assigned to the Task (or Pathway Managers) can do this, maintaining control for the Pathway Manager but allowing flexibility for the assigned Team Member.
Guide for Clients sending a Document for eSignature
Sign in / Sign up
- Sign into your organization’s Xodo Sign (eversign) account
- If you don’t have an Xodo Sign (eversign) account, you can sign up here https://eversign.com/oauth/signup?
Send document for Signature
1. Log into Phundex portal
2. Navigate to the related Pathway
3. Go to the Data Room
4. Upload the relevant document (if not in the Data Room already)
5. View the document once uploaded
6. Click the ‘Request Signature’ button
- You can add anyone who is not an existing Team Member part of the Phundex platform
- If you use DocuSign or HelloSign, you can use this as per your usual process. This will not be integrated with the Phundex platform.
7. Click ‘Send to Xodo Sign (eversign)
8. Navigate to Xodo Sign (eversign) login
9. Authorize to let Phundex access your Xodo Sign (eversign) account
10. Prepare document – here you can add any of the fields. For Signature, select the ‘Signature’ field and then drag and drop this onto the relevant place in the document.
11. Recipients will be the Team Members that are part of your Pathway in Phundex – once you have added your relevant fields to the document, you can choose the appropriate Recipient.
- Note – you must add other Recipients in Phundex in order for them to display here
12. After you have added these Recipients and you are ready, you can click the ‘Send’ button and the Document will be sent to the relevant email addresses of the recipients.
13. If the email address is not valid, the admin of the Xodo Sign (eversign) account will receive a bounce back email to notify them.
14. Once the Document has been sent, you will navigate back to the Phundex platform
