User Guides
Sending V3.0 to Institutional Official
1. Click “My Institutions” from the left-hand navigation to show all institutions associated with your account.
2. You can also select “Agreement” from the left hand navigation.
3. Click “New Submission”.
4. To view what the Signatory Official will see in the agreement, use the download agreement PDF button.
This will save a prefilled version of the agreement to your computer.
5. Open the downloaded PDF to see a copy of the agreement.
6.Confirm the information for the signatory official, populated from the details added under the institutional official in the contact list.
7.Click the “Request Signature” button to send a link to the Signatory Official for them to sign.
8.Click the “Request Signature” button to send a link to the Signatory Official for them to sign.
9.An email will be sent to the Institutional Official asking them to review and sign the agreement.
10. The institutional official clicks “review and sign.”
11. Once the document has been read, click the institutional official clicks the arrow to jump to the signature field.
12. Institutional Official clicks “sign”.
13. Institutional Official types name in signature field. Alternatively, you can use the options at the top to draw your signature, upload an image of your signature, or sign using a mobile device.
14. Institutional Official clicks “submit”.
15. A pop-up will appear asking for a one-time verification code. Click “Send Code”.
16.Check the email listed for the institutional official to retrieve your one-time code.
17. Enter the code in the “Verification Code” field and click “Verify”.
