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Sending Standalone Signature Activities

You can create standalone signature activities for individuals to approve a document by adding their electronic signature without placing the document in review. For example, you could create a standalone signature activity if the document is published and already approved and you would like to add e‑signatures to support the paper signatures.

To send a standalone signature activity notification:

  1. Click Standalone Notification on the Main Menu side panel.

The Standalone Notification page displays.

  1. Select the Users you would like to notify for signoff.
  2. Select the Activity Type For Standalone Signature.
  3. Enter the document on which you would like individuals to sign off by using the Select button. If you are using the Quick Find feature, set in the Application Options, you will be able to begin entering the document ID, which displays a Quick Find drop-down list.
  4. Click the Send Notification tab.

The system sends notifications and creates signature activities. These signoff activities automatically display on the Signature tab of the Document Detail page. Once all standalone signatures are complete, the sender receives notification. Selecting the Complete checkbox removes the activity from the My Activities page.