FTA Certificates and Letters - Uploading a Signed Document
If
Include Electronic Signature
was checked while completing the Header information and an electronic signature was added, the Upload & Save Signed Document
section will not appear in the Documents
tab.If an electronic signature has not been used, documents requiring a signature can be printed, manually signed, scanned, and then uploaded into ONESOURCE FTA Management to be sent to the customer requesting the certificate.
In the
Upload & Save Signed Document
section of the Documents
tab, click Browse
and upload the signed certificate to the system. The document will automatically upload once it is selected in the Browse
pop-up. After the upload is finished, a message indicating that the File has been successfully uploaded
will appear at the top of the screen.This newly uploaded document will automatically replace the existing certificate within the
Documents
grid.Related Content
-
FTA Certificates and Letters
Format:
Article