Once the items have been published for review or e-signature, the portal user will receive a link to the Electronic Signature screen. This is similar to the e-sign process of the Form 5500/SF/EZ. The portal user must first print a copy of the Document. Then, the fields will un-gray so that the portal user may enter his/her name in the signature field and click on ‘Electronically Sign Document’.
When the last signer to log into the portal to e-sign, signs, a pop-up will display for the signer letting him/her know the signing process has been completed. If the user has view access, then they can click on the ‘Click Here’ to go directly to the document. Otherwise, it will appear in the user’s ToDo list, if applicable, or beneath the New Document list. The portal user will see a drop-down for the Signing Information, that once clicked on will summarize the signed status. The portal user will also be able to download a copy of the signed .pdf to view the e-signed signature blocks.
As the TPA viewing the Document List for the specific plan, you will be able to see the e-sign status, by hovering over the pencil on the far right of the dashboard. Items awaiting signature are denoted with a pencil icon with ‘…’, if the items have been completed there will be a green check mark above the pencil. Hovering over the pencil will show the file name, signers name, signers Designation, and the date of signature:
To obtain a copy of the signed documentation, you may either click on the menu icon (tricolon) of that communication and select ‘Download Attachments’ which will provide all of the attachments in the communication as well as their signature pages:
If the items originated from the software, the signature block will populate on each document signed. (Note: if documents were created outside of the software and were uploaded through the portal the signature block will be appended to the end of the document).
Alternatively, you may select the menu button (tricolon) on the communication and select ‘Open Communication’:
Here you can download the individual documents with signature, as well as view the signing certificate:
