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Managing signatures

Overview

After a decision is recorded, if documents require a signature, the completer will be required to upload these into Brief Connect. They must upload a signed version for each document that requires a signature using the Update with signed doc button before the record can proceed.

Once all signed documents have been uploaded, the record can be closed, and no further changes can be made (including adding additional documents).

Upload signed documents

  1. If a document has a wet ink signature, scan and save it to your computer (e.g. your desktop).
  2. Open the record in Brief Connect, go to the Documents tab and click the Add or remove documents button.

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  1. Click Update with signed doc next to the original document.

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  1. Select the signed document on your computer and click Open. This will replace the original document with the scanned signed version.

Close record

Once all signed documents have been uploaded, send the record to the Completer by clicking I want to > Close record. The record will then be locked for further edits.