DocuSign Signing Process

1. The Manager sends a survey link to the submitter that includes the Confidentiality Agreement (CDA) as part of the survey.
2. When the submitter opens the link, the Confidentiality Agreement page loads in their browser.
3. The CDA tab appears on the left-hand side panel if a CDA is configured for the survey.
4. The submitter expands the Sign Electronically section, where two signing options are available:
   • Sign
   • Sign via SSO
5. The notification mail for signing CDA is sent to the approver added while creating CDA.
6. When the approver signs the CDA using DocuSign, the submitter gets a notification of CDA acceptance.
7. The submitter is now able to complete the survey provided in a link and submit it.