Sign a Document

Last Updated: May 19, 2026

Use Vasion 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 or Initial 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.

  3. Follow these steps in the Add your Signature modal:
    1. Select one of the following tabs:

      1. Type: Enter your name in the Type your signature field.
        "Add your Signature" modal showing Type tab.

      2. Upload: Drag a file onto the modal, or select the Upload File button and select a file.
        "Add your Signature" modal showing Upload tab.

      3. Draw: Draw your signature or initials using your preferred method.
        "Add your Signature" modal showing Draw tab.

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

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.

Save a Draft

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

Next Steps

Refer to the following: