This section provides information on how to sign external documents. This function will take place on the Document Management Page.
Please read the article “Digital Signatures” prior to reading this article, for reference.
Understanding External Document Signatures
PeopleSoft Supplier Contract Management enables supplier-side users to use Adobe Acrobat or Microsoft Word to digitally sign contract documents. When using an Adobe PDF file, external users must have at least Adobe Acrobat 8 reader installed. When using Microsoft Word 2007, or later version, the original editable version of the document (.xml format) from the contract administrator is locked, and a signable copy is created as a .docx format that is sent to the external document owner for signing.
In preparation to obtain digital signatures from external users, the internal contract administrator prepares the document for Microsoft Word or Adobe PDF file and sends or dispatches it to external reviewers and signers for reviews or signatures. When the system prepares a document, it locks the editable version of the document.
External signatures are obtained after the system prepares the document and before or after internal signatures or internal approval using the Send to Contacts or Dispatch buttons on the Document Management page. Using a PDF format to capture signatures is a recommended method since it requires internal and external users to have only the free Adobe Reader and a valid digital certificate for signing.
Digitally signing of documents by supplier-side users is defined and setup by the internal employee-side users. This internal user sets up the signature process for internal and external users, and includes defining who the internal and external signers are and the external user who is the primary contact and listed as a signer for the document.
How To Sign An External Document
To sign an external document:
Log in to the Supplier Portal.
You can also access the portal by using the link that is available in the email notification. If you log directly in to the Supplier Portal. the document's that are pending your review will appear in Documents Pending Review pagelet.
Select Manage Contracts, Maintain Contract Documents
Search for documents pending your signature, and click the Contract Document link on the Search page.
The system displays the Document Management page.
Click the Open Main Document for Signing button.
The system opens the document using the Microsoft Word or Adobe Acrobat program. This example illustrates how the PDF appears when it opens:
Route the document offline to individuals who are required to sign the document within the supplier organization.
Select Sign on the PDF toolbar.
Signing External Document From The Document Management Page
Use the Document Management page to sign external documents using digital signatures.
Manage Contracts, then select Maintain Contract Documents. Click a document link that requires your signature.
Image: Document Management page
This example illustrates the fields and controls on the Document Management page. You can find definitions for the fields and controls later on this page.
Use this page to work with document signatures.
Displays the document status. The value for the field when the document is waiting for your signature is Pending Signature. After uploading the signed document, the system set the status to Signed.
Displays the user ID who is responsible for signing the document.
Open Main Document for Signing
Click to open a document. After you open the document, you can use either Microsoft Word or Adobe Acrobat digital signatures to sign the document.
Upload Signed Document
Click to upload the document after you have received other external signatures and have affixed your (the external document owner) digital signature.
Return without Signing Document
Click to return the document without a signature. When you return a document without a signature, you should provide comments about why the document was not signed. This provides the internal contract administration information on which to proceed with the contract document.
If you want to return a document without signing it, click the Return Document Without Signing button on the Document Management page. You can also provide comments about the document.