ACS PRF Electronic Signature Help

DocuSign Electronic Signature Key Steps

The PRF Application Signature Sheet will be processed using {Send for Signature - DocuSign} option from the pull-down menu (Figure 1, Item 4).  This replaces the downloading and uploading of the Signature Sheet.


Figure 1. ACS PRF Portal Logon

DocuSign will use the contact information entered on the application form to complete the Signature Sheet and transmit signature requestsBy default, the DocuSign transmission will go to the Grant Officer unless the "Grant Officer is not the Endorser" checkbox is selected (Figure 2, Item #2).  The order of transmission is Principal Investigator, Grant Officer or Endorser, and then Co-Principal Investigator (if applicable).  The Endorser checkbox and contact information is in the Grant Officer Section on the application form (Figure 2, Item #1).  Do not enter PRF Staff contact information in any of these fields.


Figure 2. Application Detail - Grant Officer Information
Figure 2. Application Detail - Grant Officer Information

The DocuSign Signature Sheet includes entered budget information.  The entered budget can be verified by selecting the {View Budget} option from the pull-down menu (Figure 1, Item #3).  An example of the budget summary is shown in Figure 3.  The budget summary can be printed or downloaded using the icons on the top of the screen (Figure 3, Item #1).   The budget summary as it appears in the Signature Sheet is shown in Figure 6.


Figure 3. Application Detail - View Budget
Figure 3. Application Detail - View Budget

After the {Send for Signature - DocuSign} option is clicked, and email will be sent to the Principal Investigator.   The email will be formatted as shown in Figure 4 and indicate that it is from PRF Project Docugent (prf-project@services.acs.org).  Click on the [Review Document] button to start the review and signature process (Figure 4, Item #2).


Figure 4. DocuSign Email - Signature Sheet
Figure 4. DocuSign Email - Signature Sheet

The scroll bar on the right side of the Signature Sheet will allow you to scroll through the document (Figure 5, Item #1).   Yellow buttons will indicate where actions need to be taken or signatures need to be applied (Figure 5, Item #2).  Contact information from the application will be reproduced in the signature area (Figure 5, Item #3).


Figure 5. DocuSign Signature Block
Figure 5. DocuSign Signature Block

After reviewing the content, click on the yellow [Finish] button to complete the DocuSign transmission (Figure 6, Item #2).  Incomplete or inaccurate Signature Sheets are cause for rejection.  Once the DocuSign transmission is complete, you will be able to validate and submit the application.


Figure 6. DocuSign Budget Summary
Figure 6. DocuSign Budget Summary