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How to sign a document

This guide will help you sign a document through Emerald Technology EOR platform. This is applicable for Emerald Technology Clients and EOR employees.

Instructions

In order to sign a document using Emerald Technology EOR platform you should:

1. Login into your account and browse to your actions items list inside your Overview or to your Document section.

Sign Document 1
Action items list on the Overview section
Sign Document 2
Document list on the Document section

2. Clicking on the action item or on the document name on the document list will lead you to the document details page. In this page you can preview the document, check its status and download a copy.

Sign Document 3

3. To sign a document, you must click on the Sign the document button. This will forward you to DocuSign, our official partner to creating electronic signed documentation. Place your signature and click the Finish button.

Sign Document 4

4. Once you do, you’ll be forwarded back to the platform and the document is signed.You can only sign a document if you are a recipient of that document.

Sign Document 5

You can only sign a document if you are a recipient of that document.

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