This article will tell you how to sign and unsign contract documents.
After logging into the Partner Portal…
- Select your organization
- Click on the contract View Details
The list will show all contracts active during the specified period. i.e. (start within period, end within period, or start before and end after period).
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Contracts that have linked documents to sign will indicate the number (e.g. 1 document, None, etc.)
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When documents linked to the contract, an icon (
) displays indicating the document(s) is still awaiting one or more signatures; if the icon has a green check (
) the document(s) has already been signed and no additional signatures are necessary unless the document is updated. When there are no documents to sign, the column will display 'None'. -
Click the (
) icon to see the documents needing one or more signatures:
- Click the () icon to see the documents needing no additional signatures:
- The documents show alongside a list of signatures and their status. If the document is unchanged since the time it was added to the contract, the signature says “Validated”. If the document has been updated after it was added to the contract, the status says “Document Changed” so that the user is user is made aware the document has been altered since the time the person signed it.
- To Preview the current document, click the eyeball
- A preview of the document will be displayed
- To sign the document, click the ‘Sign’ button
- If a new signature is needed, a popup appears with step-by-step instructions
- Upon clicking Sign the Document, the screen refreshes
- As previously mentioned, since the Document Template posted to the Portal had not changed since it was posted, the word “Validated” appears on the screen after it is signed. If the Document Template had been changed after it was posted, the words “Document Changed” would appear
- The “Document Changed” indicator would, in many cases, trigger the user to revisit the document and then re-sign it
- To preview the current document, click the eyeball icon
- A preview of the document will be displayed
- To Unsign the document, click on Unsign
A new user attestation will display.
- Enter your LoginID or email, your password, and select the attestation
- Click on Unsign the Document:
- The document action will immediately change to “Sign”, awaiting a new signature
Now, when looking at the contracts in the Partner Portal, an indication of “Signed” is displayed
In the Contracts section of IMPOWR's main platform, the contract now shows a Signature Count of 1:
- Clicking on the View Signatures icon, the person(s) who signed the contract are now displayed:
This information is also captured in the Contract History:
The Signature Status, Signer of the contract and date of signature (both fields become active when the Signature Status is changed to Signed) can now be updated…
- Click on Edit
- Update the fields
- Click on Save
NOTE: As previously mentioned, if the Status was set to Not Available on Portal OR Signable on Portal, Staff also have the ability to sign the Contract Document directly from IMPOWR. All that needs to be done is…
- Access the Contract menu
- Select the Contract
- Click Edit
- Click on the Documents for Signature tab
- Select the appropriate contract document for signature
- Click on the View Signatures button (on the right side of the screen – on the right of the contract document)
- Sign the Contract Document
- Save the Contract
