E-signatures on questionnaires or document requests

Questionnaires or document requests might require electronic signatures of third-party contacts and/or reviewers.

Before you begin

Role required: sn_vdr_risk_asmt.vendor_risk_manager or sn_vdr_risk_asmt.vendor_assessor

About this task

After a questionnaire or document request has been submitted to the third party, the Third-party Risk (TPR) manager or TPR assessor receives an email notification that includes a link to the record.

Note:

The signature feature isn’t supported for SAE questionnaires.

Procedure

1. Select the link to open the questionnaire or document request.
   Note:

   A signature is required for the Sample questionnaire. Open the questionnaire that requires a signature.
2. Complete the questionnaire or document request, and, when you have answered the questions, select Save and Sign.
3. Use the Type tab to enter your name or use the Draw tab provide a free-form signature and then select Sign to Complete.
4. To update the questionnaire or document request in any way, select Make Changes.
   The signature is removed and you must sign again after making the changes.
5. After you have completed and signed the assessment, select Exit and then repeat the process for any additional questionnaires or document requests in the assessment.
6. When you have completed all questionnaires or document requests in the assessment, select Submit Assessment.
   Note:

   You cannot submit an assessment until all items that require e-signatures have been signed.

Result

The state of the assessment changes to Response Received, and risk scores are calculated.