When your signature or approval is required for a document, Capshare will notify you by email and on your account. The link in your email should take you directly to the workflow (if you don’t have an account already, you’ll first be asked to register). You can also access it by clicking the bell icon in the upper right hand corner:
Step 1. Click on the document title in the Documents column to preview them. There may be additional documents that do or do not require your signature. Click on each document title to preview them.
NOTE: If you don’t see any items listed, or receive a forbidden error, you’re likely logged into an incorrect account. Make sure the email address of the Capshare account you are logged into and the address the request was sent to match exactly.
Step 2. When you’re ready to sign or reject the document, close the document preview. If you’d like to sign or approve, click on the orange action link. If you’d like to reject, click on the right menu, then Reject:
Step 3. If you’re signing the document, enter your name and any notes, then click Submit Signature:
If you’re rejecting the documentation, enter any rejection notes and click Reject Selected:
To sign/approve or reject multiple documents at a time, click the top check box in the far left column. Then go to Actions > Sign/Reject Selected: