F.8.4.7b Fully Executed (WDI DocuSign): Executive Executes in DocuSign

Description

WDI VP (or delegates) will receive Email notification from DocuSign and electronic copy of the Change Order to review and sign.

 

If Contract Vendor is in the Approved Countries for DocuSign, and the Contract type is either California or Florida DocuSign, will be part of the process.  

 

Outcomes

Change Order will move forward to Fully Executed State if SOV is complete or to Pending SOV-Vendor State if SOV is not complete.

 

Detailed Steps

 

Step 1: Open Email from DocuSign

 

  1. Open Email from DocuSign.
  2. Click REVIEW DOCUMENT button.

 

Step 2: Review Change Order.

  1. Click Continue to open and review the Change Order.

  1. Review Change Order file.

  2. Sign using your stored DocuSign Signature on Authorized Signature line.

  3. Enter Full Name by clicking in red box and typing information.

  4. Enter Title by clicking in red box and typing information.

  5. Enter Date by clicking in red box and typing information.

  6. Enter Notes by clicking in red box and typing information

  7. Click Finish.

 

Step 3: Download or Print and Complete signing.

  1. The Change Order can be download or printed by clicking the icons.

  2. Click Continue to complete the DocuSign process.

 

  1. The WDI VP/Delegates Signee will receive an email from DocuSign stating Your Document Has Been Completed.