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How to review and eSign documents using InfraWare Mobile for iOS?

Answer / Solution

InfraWare Mobile for iOS eSign

Steps

  • Tap the eSign link on the Workflow screen to display the list of the documents waiting to be reviewed and signed (this is the "eSign list" screen).   

    • The number next to the link shows you the number of jobs that are pending eSign-off.

  • Tap a job on the list to Review, Edit, and/or eSign the document.  This will open in the "eSign Document View."  This is a read-only view that displays a PDF of the document.

    • Standard "pinch to zoom" gestures can be used to view portions of the document in more detail.

  • At the bottom of the screen, you will see buttons to either Edit, eSign or Reject the document.   
    Mobile_PDF_View_After_Editing.png

  • Edit: Tap the Edit button in the bottom left corner to load the edit screen.  Details on the edit process are described in KB865.

  • eSign:  Tap the eSign button in the middle to go back to the list of eSign jobs.  

    • For jobs that have been approved or rejected during your session, you will see icons to the left of the job that denote their approval status.  

    • Refreshing the eSign queue using the refresh icon in the bottom status bar will cause the approved and rejected jobs to disappear from the list, displaying only the pending jobs that might remain.

  • Reject:  Tap Reject to put it back in Pending QA Status.  When a document is rejected, you have the opportunity to enter comments as to the reason why.

 

 

 


Related KBs
How does eSign-off work?
eSign-off Explained
What is InfraWare Mobile for iOS?
InfraWare Mobile for iOS Overview
What is the InfraWare Mobile for iOS Workflow screen?
Overview of the InfraWare Mobile Workflow screen.
How is InfraWare Mobile different than InfraSign?
How InfraWare Mobile is different from InfraSign
Can proxy users use InfraWare Mobile?
InfraWare Mobile and proxy users.
How do I edit documents during eSign with InfraWare Mobile for iOS?
Edit Documents During eSign in InfraWare Mobile for iOS

Direct Link to This KB
http://www.infraware.com/KB/?f=611

Last Updated
Wednesday, September 21, 2016

Tags
InfraWare Mobile, IWM, iOS, schedule, appointment, KB611
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