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Complete a Document That Was Sent to You

September 12, 2025

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The objective of this article is to reduce errors and omission when signing with these simple, step-by-step instructions:

Step 1 Read the yellow RightStep Bar at the bottom of the document to find out how many items you need to fill out.
Step 2 Click on the red NaviGuide flag on the left side of the document to be taken to the area of the document where the next required task is located.
Step 3 Click your mouse in a text field to begin entering information. Then type the required information.

If there are checkboxes, click your mouse button inside of a checkbox to select and check it.

To set the date field, click your mouse in the box. A calendar will appear that is preset to today’s date. To confirm, select the desired date from the calendar.

Step 4 Sign your name in the signature box.

f you are using a mouse: Click and drag in the box with the left click button to draw your signature with the mouse.

If you are using a trackpad: Click in the box, hold your thumb down on the trackpad, and draw your signature with your index finger.

If you are using a mobile device: Draw your name with your finger inside the signature box.

Step 5 When all of the required fields are complete on the document, the Submit Signature Button will appear in green. Click this button to complete the signing process.

Complete Doc 5

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Complete a Document That Was Sent to You

September 12, 2025

Contributed by:

P P

September 12, 2025

Contributed by:

P P

Complete a Document That Was Sent to You

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