Can I electronically sign the contracts?

Summary

This article explains how users can electronically sign finalized AIA contract documents using DocuSign. It walks through configuring the signature method, filling in required fields, reviewing and finalizing the document, and monitoring the signature process. It also outlines the use of locked PDFs, and DocuSign being the most compatible e-signature platform for Catina documents.

Yes, you can electronically sign finalized AIA contracts b using DocuSign. 

Configuring the Signature

1. Select the Configure Signature option under Review.

1. Choose the signing method:
   1. eSignature (digital)
   2. Ink Signature (handwritten on paper)

Filling in Required Fields

• Fill in the required fields (*).
• To add additional signers, click the red + next to the specific role.

Reviewing the Document

• Once your fields are entered, select Review Document to proceed to the finalization screen.

• Review your document and make any necessary changes before finalizing. If changes are needed, select Edit (variable, document, or signature) to adjust the desired section.

Finalizing the Document

• After making changes, select Configure Signature to return to the finalization screen.
• Enter the name of the signing authority and select Finalize Document.

eSignature Process

• If you chose eSignature, the document will automatically be sent through DocuSign, and you will be taken to the Awaiting Signature screen. Here, you can monitor the signature progress, send reminders, or revert to draft status if needed.

• Once signed, the document lifecycle is complete, and you can access and download the signed PDF.

FAQs:
Can I sign AIA documents electronically?
Yes, you can use the eSignature option which sends the document through DocuSign.

Does Catina support third-party signature tools?
No, Catina does not allow integration with other eSignature providers.

Can I edit a finalized document?
No, finalized documents are locked and cannot be edited or combined with other PDFs.

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