Before you start

  • You are named in Authors on this version of the document. The Roles tab shows who is named.
  • The document is in Draft. A document in Created has no file yet — see Create a document from a template.
  • You know your Complere password.

Steps

  1. Open the document from Document Control › Documents.

  2. Select Download (the download icon at the top of the page) and read the draft.

  3. Select the status button. It shows Draft. The form Escalate status to Under Review opens.

  4. Read the warning at the top of the form. Your Email is shown. Type your Password.

    Step 4. The Escalate status to Under Review form with the signature warning, Email, Password and the Sign button

  5. Select Sign. To stop without signing, select Cancel.

Result

The document moves to Under Review.

Next: the Reviewers sign it — see Review and approve a document.

What gets recorded

The entry appears on the document's Audit Trail tab.

What the audit trail records

  1. You signed, and the document moved on.

    Action Type
    Change Status
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "The document has been signed by the Authors and its status has been updated from Draft to Under Review".

If something is different

The status button is greyed out.

Hover over it and read the tooltip.

  • "Please upload file first!" — the document has no file yet. See Create a document from a template.
  • "You must open or download this version of the document before you can sign it." — select Download, then try again.

More tooltips are in I can't sign a document.