Sign a Document

Last Updated: October 01, 2026

Use Sign to sign documents and submit approvals.

Process Overview

You perform these high-level procedures:

  1. Access the Document.

  2. Complete Assigned Fields.

  3. Complete the Document.

1. Access the Document

From the Sign Page

Follow these steps to open a document from the Sign page:

  1. In Vasion Automate select Sign from the left-side navigation.

  2. Select the Inbox tab.

  3. Select the document line item or the Sign button.

Sign showing Inbox tab.

From Email

Follow these steps to open a document from an email notification:

  1. Select the Review and Sign button in the notification email.
  2. If prompted authenticate to access the document.

For more information about authenticating in Vasion Automate, refer to Sign In.

Notification email showing "Review and Sign" button.

2. Complete Assigned Fields

Signature Field

Follow these steps:

  1. Select the field.
  2. Follow these steps in the Consent to Sign modal:
    1. Select the Vasion Consumer Disclosure link to view the agreement details.

    2. Select the Accept button to agree to the Vasion Consumer Disclosure.
      "Consent to Sign" modal showing consent terms.

  3. Follow these steps in the Sign modal:
    1. Select one of the following tabs:

      1. Type: Enter your name in the Type your name field.
        Sign modal showing Type tab.

      2. Upload: Drag a file onto the modal, or select the Upload File button and select a file.
        Sign modal showing Upload tab.

      3. Draw: Draw your signature using your preferred method.
        Sign modal showing Draw tab.

    2. If you need to start over, select the Clear button to reset the modal.

      Sign modal showing Type tab with Clear button.

    3. Select the Sign button.

Initials Field

Follow these steps:

  1. Select the field.
  2. Follow these steps in the Consent to Sign modal:
    1. Select the Vasion Consumer Disclosure link to view the agreement details.

    2. Select the Accept button to agree to the Vasion Consumer Disclosure.
      "Consent to Sign" modal showing consent terms.

  3. Follow these steps in the Initials modal:
    1. Select one of the following tabs:

      1. Type: Enter your initials in the Initials field.
        Initials modal showing Type tab.

      2. Upload: Drag a file onto the modal, or select the Upload File button and select a file.
        Initials modal showing Upload tab.

      3. Draw: Draw your initials using your preferred method.
        Initials modal showing Draw tab.

    2. If you need to start over, select the Clear button to reset the modal.

      Initials modal showing Type tab with Clear button.

    3. Select the Sign button.

Text Field

Follow these steps:

  1. Select the field.
  2. Enter text in the field.

Document showing text field.

Date Field

Follow these steps:

  1. Select the field.
  2. Follow these steps in the Select Date modal:
    1. Select the date. Today's date is autoselected.
    2. Select the Save button.

Select Date modal showing Cancel and Save buttons.

3. Complete the Document

Completed document showing Save, Submit, and Decline buttons.

Submit the Document

After you complete all fields that are assigned to you, select the Submit button to complete the document.

Decline the Document

If you do not want to sign the document, follow these steps:

  1. Select the Decline button.
  2. Follow these steps in the Reason for declining modal:
    1. Enter a comment in the Comments field.
    2. Select Decline.

"Reason for declining" modal showing Cancel and Decline buttons.

Save a Draft

To save the document as a draft, select the Save button.

Next Steps

Refer to the following: