Signing Process

The signing process allows you to review a document or record and apply your electronic signature. The system supports both desktop and mobile signing, with a dedicated drawing canvas available on mobile devices.

Signing a Document

To sign a pending signature request:

1. Navigate to Signatures from the main menu
2. Locate the pending signature in the list or the Pending Signatures Queue
3. Click the Sign button to open the signing page
4. Review the signature request details
5. Complete the signature requirements checklist
6. Click Provide Electronic Signature
7. Authenticate in the signature modal to confirm your identity

Signature Request Details

The signing page displays the following information for your review:

Field	Description
Document Title	The name or meaning of the document/record being signed
Status	Whether the request is Pending or already Signed
Resource Type	The type of record (e.g., document, capa_action)
Action Required	The specific action being performed (e.g., approve, acknowledge)
Requested On	The date the signature was requested

Document Review

A document content preview section is displayed so you can review what you are signing. Review the content carefully before proceeding.

Note

For CAPA action signatures, a special notice appears indicating that signing will mark the associated CAPA action as completed.

Signature Requirements Checklist

Before you can provide your signature, you must confirm the following:

• I have reviewed the document content — Confirms you have read the material
• I understand my responsibilities and the implications of this signature — Confirms you understand the significance
• I agree to comply with all requirements outlined in this document — Confirms your commitment to compliance

Electronic Signature Modal

After clicking “Provide Electronic Signature,” a modal dialog appears where you authenticate your identity. This step ensures non-repudiation by confirming that the person providing the signature is the authenticated user.

Mobile Signatures

On mobile devices, the system provides a touch-optimized signing experience with a drawing canvas for handwritten signatures.

Mobile Signing Process

1. The mobile signature interface displays the document title and signer name
2. Use your finger or stylus to draw your signature on the canvas
3. Review the signature preview that appears below the canvas
4. Verify your signer information (name, date, time, device type)
5. Click Sign Document to submit

Mobile Signature Controls

Control	Description
Clear	Erases the current signature from the canvas so you can redraw
Cancel	Cancels the signing process and returns to the previous page
Sign Document	Submits the drawn signature (disabled until a signature is drawn)

Tip

For the best mobile signing experience:

• Hold your device steady while signing
• Use your finger or a stylus for better control
• Make sure your signature is clear and readable
• You can clear and re-sign as many times as needed

Signer Information

The mobile interface automatically captures and displays:

• Name — Your full name from your user profile
• Date — The current date
• Time — The current time
• Device — Whether you are signing from a mobile device or desktop

After Signing

Once you successfully provide your electronic signature:

1. The signature is recorded with your identity, timestamp, IP address, and user agent
2. For CAPA action signatures, the associated CAPA action status is updated to completed
3. The signature status changes from Pending to Signed
4. You are automatically redirected back to the Signatures list

Caution

Electronic signatures are legally binding. Once applied, a signature cannot be revoked. Ensure you have thoroughly reviewed the document before signing.