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Step-by-step guide

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For instructions to add an external signer, please see Create a Signature Project and Add an External Signer

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

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3. Give your project a Project Name

4. Set an Expiration Date for your project

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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. You can search for the internal signer by using their username, first name or last name in the search criteria in All address books

8. If found,

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1. check the checkbox next to their name and click Add

2. If not found, click on New signer

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   1. Click Trusted electronic signature

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

   3. Enter the contact’s username@uwaterloo.ca

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1. 1. . You can search for someone’s username at https://idm.uwaterloo.ca/search/

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1. 1. , Note: use the User ID information.
      

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   2. Click Next

   3. On the Contact authentication page, you will be able to select which address book to add the new signer.

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1. 1. The best practice when adding an internal signer,

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1. 1. is to add them to the Organization’s address book so others can use this signer.

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   2. Click New to save your contact.

2. 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

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

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