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CyberGrants  ·  9 Mins

Using Bonterra eSignatures

An overview of how to navigate and use the eSignature functionality for your Grant Management program to send documents for eSignature.

This webinar provides an overview of the newly updated e-signature feature within the CyberGrants grant management platform. It explains that this functionality allows users to seamlessly send documents for digital signature, eliminating the need for paper-based processes and providing greater flexibility and accessibility for all parties involved. The presentation covers the steps required to utilize the e-signature feature, including locating the relevant grant request, selecting the appropriate signature template, and inputting the signatory information.

This webinar also addresses the follow-up actions users may need to take, such as checking the status of a document or resending it for signature if changes are required. It emphasizes the importance of administrators setting up the e-signature templates in advance to ensure users can easily select the correct document for each grant proposal type. The presentation highlights the benefits of the e-signature integration, enabling the secure and efficient collection of signatures within the CyberGrants system and ensuring all essential documentation is stored in a centralized location to support the grant management workflow.

Using Bonterra eSignatures Presentation Slides

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