# Document Signing #### **Guide For Users: Document Signing** In this section, we will be showing users how to send and sign documents. **Note:** Before a document can be signed, a Grower and Field must be enrolled into a protocol. If you have not yet enrolled a Grower and Field, please follow the links below: [How to Enroll a Grower - For Admins](https://docs.prod.intent.ag/books/invision-learning-guide/page/how-to-enroll-a-grower-for-admins) [How to Enroll a Field - For Admins](https://docs.prod.intent.ag/books/invision-learning-guide/page/how-to-enroll-a-field-for-admins) ##### **Navigating to Document Signing** - **Login to INVISION** - Head over to the [INVISION website](https://trials.prod.intent.ag/login) and login. - **Navigate to your Grower's Field** - Select the Trial, Protocol, and Grower from the Find an Enrolled Grower dropdowns. Click the **View Fields** button. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/image.png) - **Select "Sign Document"** - On the lefthand side, find the Protocol step with the document name, and select **Sign Document**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/MRhimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/MRhimage.png) At this point, you will either sign the document or email the link to another party to sign the document. [Jump to Emailing the Link](https://docs.prod.intent.ag/books/invision-learning-guide/page/document-signing#bkmrk---------------------) ##### **Signing the Document** - **Sign the Document** - To sign the document, click **Sign** for the party you represent. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/X6iimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/X6iimage.png) - - Select **Get Started** in the top right corner to begin signing. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/A6Mimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/A6Mimage.png) - - Write your signature in the box and select **Next**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/v4limage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/v4limage.png) - - Fill in your name and click **Next**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/eOKimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/eOKimage.png) - - Fill in the date and click **Next**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/8tPimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/8tPimage.png) - - Finally, click **Complete**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/jqXimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/jqXimage.png) - - If you're the first party to sign, you will receive this message saying the document is still waiting on signatures from the other parties. Click **Continue**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/oS2image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/oS2image.png) ##### **Emailing the Link for Document Signing** - **Email the Link for Document Signing** - To email the document-signing link to another party, click **Email Link** for the party you wish to send to. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/Vtzimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/Vtzimage.png) - - Make sure the party's name is selected in the "Select the Signer" dropdown and click **Send**. The link will be sent to the user's email address. **The user has one week to sign the document before the link expires**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/d33image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/d33image.png) ##### **Signing an Emailed Document** - **Signing an Emailed Document** - The user will receive a Document Signature Request in their email inbox from INVISION. This document can be signed via desktop computer or mobile device. - Click **Sign Now** in the message body [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/iUJimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/iUJimage.png) - - Select **Get Started** in the top right corner to begin signing. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/A6Mimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/A6Mimage.png) - - Write your signature in the box and select **Next**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/v4limage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/v4limage.png) - - Fill in your name and click **Next**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/eOKimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/eOKimage.png) - - Fill in the date and click **Next**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/8tPimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/8tPimage.png) - - Finally, click **Complete**. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/jqXimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/jqXimage.png) ##### **Signing Complete** - - Once all parties sign the document, the Protocol step will say "Completed", and the signed document will be available to view/download. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/scaled-1680-/H40image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-03/H40image.png)