Esignature Providers: Sending Documents for Signing

In this topic, you will learn how to open a document file and send it for signing in MYOB Acumatica.

Opening a File to Request an Esignature

You can request esignatures for electronic documents—such as contracts, quotes, purchase orders, or sales orders—or for other files attached to a record in the system.

To submit a document for electronic signing, you:

1. Open the Files dialog box from the record's form.
2. Click Edit to open the file on the File Maintenance (SM202510) form.
3. If the Versions tab shows multiple versions of the file, click the version that should be signed electronically.
4. On the table toolbar (see below), click the Request eSignature button.

Requesting an Esignature

When you click Request eSignature on the File Maintenance (SM202510) form, a dialog box opens. To submit the file, you do the following:

1. Select an eSign account.
2. Select the esignature provider.
3. Enter the subject and message for the email that the esignature provider will generate.
4. Optional: Set an automatic reminder for recipients.
5. Optional: Set an expiration period for the request to electronically sign the document.
6. In the Recipients table:
   1. Add recipients’ email addresses.
   2. Select recipients’ roles.
   3. Optional: Add a separate note for a specific recipient.

When you click Request eSignature in the dialog box, the esignature provider's webpage opens so that you can complete the sending process.

When the sending is complete, the system updates the esignature details—such as the sender, electronic signing account, and status—on the File Maintenance form.