E-SIGNATURE

For Microsoft 365 eSignature, the document is typically sent as a signature request.

To sign it:

1. Open the signature request and accept the eSignature terms and conditions.
2. The document opens in a new browser tab.
3. Select Start to jump to the first place that needs input.
4. Add the requested fields as prompted:
   • Signature: type or draw the name, optionally change the font or ink color, then select Done.
   • Initials: select Initial here and enter initials.
   • Date: the current date is prepopulated.
   • Text fields such as title or department may also be required.
5. Select Next to move through each required field.
6. When all required input is complete, select Submit.

After submission:

• The request status changes from In progress to Completed.
• The document becomes read-only.
• An email confirms the signature was received.
• After everyone signs, another email provides View request so the completed document can be viewed. That link is available for 30 days, so download the document for records.

If the document has not been sent yet and the goal is to request signatures from others:

• In SharePoint, open an unencrypted PDF, select the pen icon, add up to 10 recipients, place Signature, Initials, and Date fields, then select Send.
• In Word desktop, open a document stored in an eSignature-enabled SharePoint site, go to Insert > eSignatures fields, add recipients, insert fields, and select Create request. Recipients sign a PDF copy of the Word document.

• Review and sign a signature request in eSignature
• Review and sign a signature request in eSignature
• Create a signature request from a PDF in eSignature
• Create a signature request from Word