Difficulty: Intermediate
Difficulty: Beginner

A Comprehensive Guide to Using eSignatures in Coordinate

Are you exploring how eSignatures work in Coordinate? This step-by-step guide will provide you with a comprehensive walk-through of how to set up, use, and track eSignatures within this project management tool, based on the tutorial video transcript provided. eSignatures are an excellent method for securing approval from a client, ensuring a smooth workflow, and creating a record of agreement for future reference. Let's delve into the process.

Step 1: Create a New Project

Begin by setting up a new project in Coordinate. For our example, we'll call this project 'Test Client Bob'.

Step 2: Create a New Group for the Project

Within this project, you'll want to create a new group. This could be anything related to your project stages; in our case, we'll name it 'Onboarding'.

Step 3: Establish Project Stages

Next, outline the project's stages. In our scenario, we'll have a 'Design Session' followed by 'Design Approval'. Essentially, we're planning to design something for Bob and will need his approval upon completion.

Step 4: Invite the Client

At this point, invite 'Client Bob' into the project. We will be discussing the appearance of his invitation in a moment.

Step 5: Mark the Design Stage as Complete

Once the design stage is completed, mark it as such in Coordinate. After that, it's time to assign the 'Design Approval' stage to 'Client Bob'.

Step 6: Provide Approval Link

Provide Bob with a link or an attachment to the designs you need him to approve. You can include a personalized message such as, "Please approve these designs."

Step 7: Set Up eSignature Call to Action

The next step involves setting up the 'eSignature' call to action for Bob. This means that Bob will see a task requesting his digital signature when he logs into the portal.

Step 8: Client Logs in and Approves the Design

Bob will log into the portal and find the task awaiting his approval. This task will be visible under 'My Tasks' as it is the only one assigned to him. He can either ask questions about the task or sign to approve the designs.

Step 9: Client Signs the Task

When Bob signs the task, the system records his eSignature as a clear approval from him. You, as the project manager, can then see exactly when he signed the approval.

Step 10: Lock the Task

Once the task is signed, it gets locked. This prevents anyone from making changes, additions, or other modifications to it. The signed task now serves as a firm agreement from Bob.

At this point, you have established clear activity, approvals, and responsibilities for the project. You can always refer to this signature in the course of future work.

Although there might be modifications down the line, the original signed agreement remains for reference, keeping the process transparent and accountable. This is the crux of using eSignatures in Coordinate.

Remember, this feature is versatile and can be adapted to your specific workflow or project requirements. If you have any questions or encounter any issues, always feel free to reach out to the support team for help. Happy Coordinating!