Approval and Signoff

When you select the Step 3: Notify For Signatures checkbox option in the Administrator tab of the Document page, the system:

• Places a copy of the revised document’s native version in the Conversion directory awaiting conversion to PDF.
• Once the PDF version of the revised document is created, it is placed in the Revision directory. There will now be both a native version and a PDF version of the document in the Revision directory. The PDF version of the document is the document that will be approved. An electronic signature is placed at the end of the document on the signature page for each signatory who signs off.
• A warning message displays if there are uncompleted review activities: “Not All Revision activities are complete. Do you want to send signature notification anyway?”
  • • Click Yes to continue with Step 3 to Notify for Signatures.
    • Click No to cancel Step 3. Clicking No will return you to the Administrator page. You can then delete the uncompleted review activity by selecting the Activity tab and then re-selecting Step 3, or wait for the reviewer to complete their review.
  NOTE: The correct version of Adobe Acrobat is required to be able to add a signature page. Refer to the TMS technical notes for additional information.

This signature is for display only and is not the official e-signature. The official e-signature is contained in the database with links to the documents.