How-Tos
Organisations

Sign Terms and Conditions

Sign Terms and Conditions required by the ecosystem or federation. Assign people to sign documents for your organisation.



Prerequisites

Organisation Administrator or Domain User access to the platform.

View and Assign TnC Documents

1

Select Documents within your organisation to view all Terms and Documents required by your ecosystem or federation.

2

Select the Sign button (pen icon under the Actions column) next to the document you wish to be signed.

3

Select the number of signatures that your organisation will provide and select Save.

As a result, a pop up opens up with an Access Code you will use while accessing the document in DocuSign.

Additionally, an email invitation to view the document is sent to your email address.

4

Copy the code.

5

Open up the received email and select Review Document.

You will be led to a separate browser window with DocuSign opened.

6

Provide the Access Code you received in Connect and select Validate.

7

Read and agree to Electronic Record and Signature Disclosure and select Continue.

8

Enter the recipient's information -- their name and email address -- and, optionally, provide a private message sent to the recipient in the invitation they will receive.

An email is sent to all the recipients you provided inviting them to sign the document.

9

Select Finish and Done.

Sign Terms and Conditions Document

1

Open the email you received with an invitation to sign a document.

2

Select Review Document.

3

Read and agree to Electronic Record and Signature Disclosure and select Continue.

4

Fill in the required fields in the document (marked in red).

5

Select the Sign button and choose your signature.

6

Select Adopt and Sign.

7

Review the document carefully and select Finish when you are ready.