Receiving Documents with Viedoc Share

  • Published by Viedoc System 2024-12-03
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Reviewing and signing documents

As a Viedoc Clinic user, documents can be shared with you directly in Viedoc to review and/or sign.

You may receive:

  • A document that can be viewed, but does not need your signature.
  • A document that requires your signature
  • A document that requires your signature as a co-signatory, which can only be signed after the other recipient (for example, a study participant) has completed required document fields and/or signed the document first.

To review and sign documents:

1

If a document has been shared with you, you will receive an email notification similar to this example:
2 To open the document, select the link in the email.
3

Viedoc Share is displayed with a list of documents that have been shared with you.

The icons displayed to the left of each document indicate a status and any required actions:

A blue circle indicates that the document has not yet been viewed, and there are no required signatures.
A gray circle indicates that the document has been viewed, and there are no required signatures.
An orange flag indicates that the document requires your signature.
A green checkmark indicates that the document has been signed.
A gray checkmark indicates that the document has been signed by you, but still requires a signature from a co-signatory.
4

Select the document you would like to open and view.

After you have reviewed the document, select Choose action at the top right of the screen. If your signature is required, there will be an option to select Confirm and Sign. Note! If you have been designated as a co-signatory, the recipient must sign the document first, before you are able to sign it.
5 Select Confirm and Sign.
6

Select the round button to the left of the confirmation statement and a green check mark will appear. select Sign using one-time code.
7

A one-time passcode with six numbers will be sent to you via email or text message. Check the message and enter the code. Select Verify.
8

Signature details will be displayed, confirming that you have signed the document.
9 Close this popup to return to the document view.

Downloading documents

Whether or not the document requires a signature, you can download a copy of the document.

To download a copy of the document:

1

While viewing the document select Choose action at the top right, and select Details and download:
2

Sharing details and document history are displayed. Under the details select the green Download button to see the options available for downloading:

The following options are available for downloading the document:

  • Download original file: will download a copy of the original document. Any fields (ie. radio buttons or text fields to be filled in by the participant) in the document will be empty in this version.
  • Download with sharing details: will download a zipped folder which contains a copy of the original document, and a separate file with the sharing details and history listed.
  • Download with signatures: will download a copy of the document which includes a cover page containing signature details. Any fields completed by the participant will also be visible in this version. (Note! this option is only available if ALL of the required recipients and co-signatories have signed the document).
3 Select an option to begin the download.