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The classic flow is ",[409,670,671],{},"drawn-only"," — signers can ",[409,674,675],{},"save a reusable drawn signature\u002Finitials"," for next time.",[657,678,679],{},[409,680,681],{},"Read the Electronic Signature notice.",[657,683,684,687,688,691],{},[409,685,686],{},"Tick \"I have read the document and consent to sign electronically.\""," This checkbox is ",[409,689,690],{},"required to enable the Sign button",".",[657,693,694,696,697,700],{},[409,695,411],{}," — or ",[409,698,699],{},"Decline"," with an optional reason.",[405,702,703,704,707,708,488],{},"During signing, the browser requests ",[409,705,706],{},"geolocation and timezone",", which are recorded for the audit trail (see ",[414,709,710],{"href":259},"Audit trail",[490,712,714],{"color":713,"icon":493},"amber",[405,715,716,719,720,723,724,727,728,731],{},[409,717,718],{},"Why the Sign button starts disabled."," It needs ",[409,721,722],{},"both"," a drawn signature ",[409,725,726],{},"and"," the consent checkbox ticked. The consent tick is what makes the signature legally an ",[501,729,730],{},"electronic signature"," rather than just a drawing.",[533,733,735],{"id":734},"declining-doesnt-always-kill-the-document","Declining doesn't always kill the document",[405,737,738,739,742,743,746,747,750,751,754,755,691],{},"If a signer ",[409,740,741],{},"declines",", the document does ",[409,744,745],{},"not"," automatically die. It stays ",[409,748,749],{},"pending"," while other signers are still active. It only becomes ",[409,752,753],{},"Declined"," when there are ",[409,756,757],{},"no active signers remaining",[419,759,761],{"id":760},"_4-completion-certification","4. Completion & certification",[405,763,764,765,768],{},"Once ",[409,766,767],{},"all"," signers finish:",[770,771,772,784],"ul",{},[657,773,774,775,778,779,783],{},"A ",[409,776,777],{},"verification code"," in the form ",[780,781,782],"code",{},"DOC-XXXXXX"," is generated.",[657,785,774,786,789],{},[409,787,788],{},"certificate page is appended"," to the completed PDF, recording each signer.",[405,791,792,793,796,797],{},"If a ",[409,794,795],{},"required field hasn't been filled",", signing is rejected with ",[501,798,799],{},"\"Required field … has not been filled.\"",[405,801,802,803,806],{},"See ",[414,804,805],{"href":259},"Audit trail & certificate"," for everything captured and how to download the certified copy.",[419,808,810],{"id":809},"roles-permissions","Roles & permissions",[427,812,813,823],{},[430,814,815],{},[433,816,817,820],{},[436,818,819],{},"Action",[436,821,822],{},"Who",[443,824,825,833,841],{},[433,826,827,830],{},[448,828,829],{},"Send a document for signature",[448,831,832],{},"Dept head (scope), Administrator, Executive",[433,834,835,838],{},[448,836,837],{},"Sign \u002F decline",[448,839,840],{},"Any assigned recipient",[433,842,843,846],{},[448,844,845],{},"View the audit trail",[448,847,848],{},"Administrator \u002F Executive only",[419,850,852],{"id":851},"troubleshooting","Troubleshooting",[427,854,855,868],{},[430,856,857],{},[433,858,859,862,865],{},[436,860,861],{},"Error \u002F symptom",[436,863,864],{},"Cause",[436,866,867],{},"Fix",[443,869,870,881,896,907,918,929],{},[433,871,872,875,878],{},[448,873,874],{},"\"It is not yet your turn to sign\"",[448,876,877],{},"Sequential mode — an earlier group hasn't finished",[448,879,880],{},"Wait for the prior group; you'll be notified when promoted",[433,882,883,886,893],{},[448,884,885],{},"Sign button stays disabled",[448,887,888,889,892],{},"Missing a drawn signature ",[409,890,891],{},"and\u002For"," the consent checkbox",[448,894,895],{},"Draw your signature and tick the consent box",[433,897,898,901,904],{},[448,899,900],{},"\"Required field … has not been filled\"",[448,902,903],{},"A required field is empty",[448,905,906],{},"Fill every required field, then sign",[433,908,909,912,915],{},[448,910,911],{},"Document still pending after someone declined",[448,913,914],{},"Other signers are still active",[448,916,917],{},"It becomes Declined only when no active signers remain",[433,919,920,923,926],{},[448,921,922],{},"Recipient never got notified it's their turn",[448,924,925],{},"Sequential — their group hasn't been promoted yet",[448,927,928],{},"The next group is notified automatically when the prior finishes",[433,930,931,934,937],{},[448,932,933],{},"Geolocation prompt appears",[448,935,936],{},"Browser is capturing location for the audit record",[448,938,939],{},"Allowing it strengthens the audit trail; it's not required to sign",{"title":941,"searchDepth":942,"depth":943,"links":944},"",1,2,[945,946,950,953,954,955],{"id":421,"depth":943,"text":422},{"id":510,"depth":943,"text":511,"children":947},[948],{"id":535,"depth":949,"text":536},3,{"id":648,"depth":943,"text":649,"children":951},[952],{"id":734,"depth":949,"text":735},{"id":760,"depth":943,"text":761},{"id":809,"depth":943,"text":810},{"id":851,"depth":943,"text":852},"The full send-for-signature flow — recipients, parallel vs sequential signing, drag-and-drop field placement, the signer experience, and how a document is completed and certified.","md",null,{},{"icon":256},{"title":253,"description":956},"Mt7H99qMr8Maxw98MPGwO6v5clm5fxuBbPp2j-dZ2UA",[964,966],{"title":248,"path":249,"stem":250,"description":965,"icon":251,"children":-1},"The two upload intents — Store a file in a folder, or Send it for signature — plus accepted file types, size limits, and how plan document limits are counted.",{"title":258,"path":259,"stem":260,"description":967,"icon":261,"children":-1},"What BookYourPTO captures for every signature, the certificate page appended to completed documents, optional cryptographic PDF signing, and who is allowed to view the audit trail.",1781157129981]