E-signatures on questionnaires or document requests

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 1 minute to read

    • Questionnaires or document requests might require electronic signatures of third-party contacts and/or reviewers.

    Before you begin

    Role required: sn_vdr_risk_asmt.vendor_risk_manager or sn_vdr_risk_asmt.vendor_assessor

    About this task

    After a questionnaire or document request has been submitted to the third party, the Third-party Risk (TPR) manager or TPR assessor receives an email notification that includes a link to the record.

    Procedure

    1. Click the link to open the questionnaire or document request.

      The third-party contact clicks Save and Sign to sign the document.
      Note:
      Notice that a signature is required for the Sample questionnaire. Open the questionnaire that requires a signature.
    2. Complete the questionnaire or document request, and, when you have answered the questions, click Save and Sign.
    3. Use the Type tab to enter your name or use the Draw tab provide a free-form signature and then click Sign to Complete.

      Sign to complete.

      Electronic signature.
    4. To update the questionnaire or document request in any way, click Make Changes.
      The signature is removed and you must sign again after making the changes.
    5. After you have completed and signed the assessment, click Exit and then repeat the process for any additional questionnaires or document requests in the assessment.
    6. When you have completed all questionnaires or document requests in the assessment, click Submit Assessment.
      Note:
      You cannot submit an assessment until all items that require e-signatures have been signed.

    Result

    The state of the assessment changes to Response Received, and risk scores are calculated.