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An internal signer is a University of Waterloo employee.

Internal signers will receive a notification when they are required to review, approve, and sign an electronic document. They will be required to authenticate using their 8-character UWaterloo username @uwaterloo.ca (i.e. myuserna@uwaterloo.ca).

Step-by-step guide

1. Sign into ConsignO at https://uwaterloo.ConsignO.com/login using your 8-character UWaterloo username@uwaterloo.ca (i.e. myuserna@uwaterloo.ca)

2. Click on New Project in the top right corner

3. Give your project a Project Name

4. Set an Expiration Date for your project

5. Select files to upload. (ConsignO accepts the following file formats: .pdf, .doc, .docx, .dot, .dotx, .dotm, .rtf, .txt, .xml, .vcf, .ics, .wpd, .ppt, .pptx, .pps, .pot, .potx, .potm, .ppa, .ppam, .vsd, .vdx, .vdw, .vss, .vsx, .mpp, .mpy, .mpd, .mpw, .mpx, .pub)

6. Click on Signers

7. Try to find the You can search for the internal signer by the their username in the search criteria in All address books

8. If found, click check the checkbox next to their name and click Add

9. If not found, click on New signer

   1. Click Trusted electronic signature

   2. Enter the contact’s first name and last name

   3. Enter the contact’s username@uwaterloo.ca (can be found . You can search for someone’s username at https://idm.uwaterloo.ca/search/), Note: use the User ID information.
      

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   4. Click Next

   5. On the Contact authentication page, you will be able to select which address book to add the new signer. Best The best practice when adding an internal signer, University of Waterloo signer is to add them to the Organization’s address book so others can use this signer.

   6. Click New to save your contact.

10. You will now see the UW signer’s name under Number of zones available for you to drag and drop this signature zone to the appropriate location on your document

11. Click Launch to send your project once complete or click Save to save and send later.

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