Can I Replicate Signature/Initials Tag on all Pages

A user with custodian role can replicate a dropped signature/initials tag on all the other page of the document. It will save the user time and effort to drop signature on each single page of the document.

This will give user an alert that if he/she wants to replicate the given tag on all other pages at same location.

Can I Copy and Paste Tags on all Pages?

MSB application provides the provision to copy paste any tag from panel to the right of the document when a tag is dropped. Follow the steps below to copy paste the dropped tag.

• Drop the required tag on document.
• Select the tag.
• Click the Copy & Paste button in the right panel.

  

Is Copy/Paste feature applicable for some specific tags?

No, it is applicable for all tags present in Tag Pane. The dimension of copied tag remains the same. Copied tags must not overlap each other.

How is Copy/Paste different from Replicate?

The replicate button duplicates the tag on every page in the same position where the original tag has been positioned. The copy/paste feature does not allow such functioning. You will have to move the copied tag wherever you need to drop it. Only the dimensions of the original tag are copied to the new tag.

Can I attach a document to the ePak that has been sent to me?

If the ePak custodian has configured the ePak to allow you to attach a document, you will see an attachment icon next to the print icon on the sign page. You may click this icon to upload and attach a document to the ePak. Simply click the icon and an upload window will appear. Select the document, and click Upload, and then click Next. You will then get to select whether or not you need to sign the document by setting Self-attest to ON or OFF. Select OFF if you only need to upload a document. Select ON if you need to upload and sign a document. If set to ON, you must drag and drop a signature tag onto the document to place your signature. Then follow the steps on the screen to sign the document and complete the ePak.

Can a Signer drag and drop MSB tags/fields

If the Tenant configuration is set to let the signers drop tags the custodian will see that an option to allow signer to drop tags for an ePak.

The signer will see Signer tags to be dropped while signing such an ePak. The signer will be able to self-sign and drop tags to fill.

There is an “Attach a file” tag on the ePak sent to me, what do I need to do?

If the ePak custodian has placed an “Attach a file” tag on your ePak document, you may click it to attach a document to the ePak. Simply click the tag, and upload window will appear. Navigate to the file you wish to attach and select it. Click Upload, then click Next. The file will be attached to the ePak and will be visible to all other recipients in the ePak workflow.

Can I Bulk Sign ePaks that Require Input from me?

If Bulk Signing is enabled on your instance, Signers may choose to bulk sign ePaks. Bulk Signing allows a Signer to sign multiple ePaks in a batch.

To Bulk Sign ePaks:

• Select the ePaks which you wish to Bulk Sign.You may choose a group of ePaks by selecting multiple checkboxes in your Inbox.

  

  Alternatively, you may choose to select all ePaks in your Inbox by clicking the “Select all…” link at the top of your ePaK list.

  

• Once you have made your selection of ePaks you wish to sign, then click the Bulk Sign button.It will then initiate the Bulk Signing process.

If you select ePaks in your Bulk Signing batch which require input from you, those ePaks will be skipped and will remain in your inbox. ePaks that require your input are ePaks that contain tags such as Signer Text or other tags which cannot be auto populated using data already in your Profile. These ePaks will be noted in the Bulk Signing Summary which is displayed after processing the batch.

Two Factor Authentication (In-Person Signing)

Does MSB system support any other method for verification other than email in IN-person signing feature?

MSB Application offers 2FA while performing In-person signing where the signer needs to enter the OTP sent on the Mobile number or email for to completing the signing process.

Steps-

• Signer opens the easy signing link
• Accepts the Terms and Condition
• Tap or click over start
• Draws the signature
• Confirms the OTP send either on email or over Registered mobile

Two-Factor Authentication on Login

Other than email address what are the ways we can implement for logging into the application?

Other than email address what are the ways we can implement for logging into the application?

How do I add comments to an ePak document when I am signing it?

You might wish to add comments when you are signing an ePak document. To add comments, the steps are as follows:

• Log into your account.
• Visit the ePaks page or Dashboard page.
• Select the ePak you wish to sign and the ePak will open in the ePak preview panel.
• When reviewing the document, find the place where you wish to add a comment.
• Right click the document where you wish to add a comment (a comment pop up window will appear).

  

• In the comment pop up window, enter your comment and click OK.

  

• Repeat steps 6-7 for any additional comments that you would like to add. You may edit/delete comments that you have added to the document.

  

• Finish signing the document as usual.

What if I do not want to sign an ePak?

You might be asked to sign an ePak, but you do not want to do so. Maybe you require some changes to the document before signing it. When you want to reject a signature request, the steps are as follows:

• Log into your account.
• Visit the ePaks page.
• Click on the Inbox.
• Select the ePak.
• Review the ePak in the ePak preview panel.
• Click Reject button on the top of the ePak preview.
• Fill in the form that pops up, including your login name and password.
  • If the document is using a Safe Certificate you will need to enter your Universal Identification Service username and password, your one-time password, and grant permission. You may select a rejection reason or type it and provide comments describing why you are rejecting the document.
  • If the document is using Safe eToken, keep your SAFE eToken device plugged in while you reject it and then you will need to enter your SAFE Pin and an optional comment.
  • If the document is using a different policy, enter in the requested information, and any comments describing why you are rejecting the document.
• Click the Reject button
• It displays a confirmation message that the ePak is rejected successfully.
• Click Ok.
• It rejects the ePak and notifies the custodian. It then moves this ePak to your Rejected folder. You can find all your rejected ePaks in there.

Can a Signer reject multiple documents in an ePak one after the other?

MSB allows signers to reject multiple documents in an ePak one after another. After rejecting a document, the user will automatically move on to the next document that needs an action. The user will be asked to enter the Rejection reason and comment during document rejection.

Can I delegate signing the ePak to another Signer?

Yes, if this feature has been configured for your instance – you may delegate signing the ePak to another Signer. The custodian of the ePak may also control whether or not his ePak can be delegated to another signer. As a singer, you might be asked to sign an ePak, but may wish to delegate it to someone else to sign (if someone else is the appropriate signatory, or for any other reason).

• When you are viewing the ePak in your Inbox, click the Delegate button that is located on the panel just above the ePak preview.

  

• The Delegate ePak form will appear.
  • Enter the email address/username of the signer you wish to delegate the ePak to and you may enter a message in the field provided.
  • If the ePak is being delegated to a non-registered user, you will need to enter the email address, first and last name of the user.

    

• Click the Delegate button. It will not allow you to delegate to a Signer that is already a recipient of the ePak.
• If the delegation was successful, it displays a confirmation message that ePak delegated successfully.
• Click Ok.
• It then moves this ePak to your Delegated folder. You can find all your delegated ePaks in there.
• It will send an email to the new Signer.
  • If the signer exists, the ePak will automatically be added to the user’s Inbox.
  • If the signer does not exist, the signer will receive an email with an invite to create an account and access the delegated ePak.
  • Once the new user creates an account, the document will be added to the new user’s inbox. Until then, it will still appear in your Delegated folder, and the status will be “Pending”, and you will not be able to sign the document. You may cancel the delegation while the status is still ‘Pending.’

What are my responsibilities as a Signatory?

As a Signatory your responsibility is to sign a document that has been assigned to you by a Document Custodian. Your key responsibilities are:

• Reviewing and responding to ePak requests in a timely manner.
• Apply a signature or reject the request (providing reasons in both cases).
• Add comments to the ePak document, if desired.
• When applicable, delegate ePak to an appropriate signatory (if delegation option is available).

How do I know who asked me to sign and what document I am being asked to sign?

You will receive an email requesting your signature for a specific document. The email notifies you of the person requesting your signature. This person is the ePak Custodian.

EPak details will also be available to you on the sign page under the details tab.

How do I know what document I am being asked to sign?

If you receive an email requesting your signature, the email identifies name of the ePak. You can see a list of ePaks awaiting your signature in your Inbox. Simply click an ePak name to preview the ePak and sign or reject it. If the Custodian has allowed delegation of the ePak, then you may delegate it to another Signer. When you click an ePak, you may view the document(s) that the ePak contains

Is there a deadline for signing an ePak?

The Document Custodian may have set an expiration date on an ePak that they’ve sent to you. You can view the expiration date in your Inbox. If the expiration date passes, you will no longer be able to access and sign the ePak.

If the Document Custodian chose not to set an expiration date, then by default you have 30 calendar days to sign the ePak. After 30 days, MSB deletes the ePak, whether it is signed or not. This 30-day Retention period may differ depending on your Institution’s configuration at the time of deployment. Check with your Administrator to see if your Institution is not using the 30-day default period.

Note: MSB can now be configured to set expiration and retention dates for an ePak either from the last action date or the ePaks create date. This is a system level configuration and cannot be controlled by individual users.

How do I sign an ePak?

Signing an ePak involves selecting the ePak to sign, reviewing it, adding any desired comments, and then applying your electronic and digital signatures to it. You may access your ePaks either through the ePaks link on the top navigation panel or from the ePak folders on your Dashboard.

The steps are listed below.

• Log into your account.
• Visit the ePaks page or Dashboard page.
• Click the Inbox.
• Select the ePak you wish to sign and the ePak will open in the ePak preview panel.

  

  

  • If a pop up appears, fill out the fields in the form.
    • If the ePak is using a Safe UIS you will need to enter your Universal Identification Service username and password, a one-time password, and grant permission to use your certificate to sign on your behalf (Your Safe credentials may differ from your app credentials. Your SAFE credentials must be setup separately via the SAFE-BioPharma Verizon Universal Identification Services (UIS) system. Contact your company’s representative for information and help to set up your SAFE credentials if you have not already done so). Once you have completed authentication through the Verizon Universal Identification Service, you may select a Signing reason or enter a free text signing reason (if configured), enter an optional comment and agree to the terms & condition of signing.
    • If the ePak is using Safe eToken, your SAFE eToken device must be plugged in while you apply signatures and then you will need to enter your SAFE Pin, an optional comment and agree to the terms & condition of signing.
    • If the ePak is using an Internal Certificate, enter your username, certificate PIN and agree to the terms & condition of signing. You may enter an optional comment. (If you do not have an Internal Certificate, go to your Profile page and request one by clicking the Generate CSR link to request one).
    • If the ePak is using a Signatures 21 CFR policy, enter your username and password, any optional comments, and check the box indicating that you agree to the terms and conditions.
    • If the ePak is using Contracts Only Policy, you would just need to confirm your signing action. However, if your instance has been configured to ask for a passcode- you would need to enter your signing passcode (password), agree to the terms & conditions of signing and then apply signatures.

  You must repeat this process for every document within the ePak in order to complete the signing of the ePak. Once the ePak is complete, it will move from your Inbox folder into your Signed folder.

How do I change the Language?

MSB users will be able to use English, Hindi, Chinese, Arabic, French, Dutch, Spanish, German, Russian, Bulgarian, Romanian, Portuguese, and Italian language interface. On selecting the desired language, all the labels and messages in MSB will be shown in the selected language. You can change the language from three places. Logged in users can change the language from the Profile page under the language heading. The available languages will appear in the drop down. You can select the language of your choice and save it. This will change the language of the system to the language selected. Also, a logged in user can change language from the main menu bar with the click on the globe icon, which will show you the available languages.

Users who have not logged in and do not have a language selected can use the language call to action on the login screen. Selecting the language of your choice will change the login page to the selected language.

Can a user view important notifications on MSB Web Application?

MSB users can see important notifications related to a system upgrade displayed on the MSB login and Dashboard page. The information will be displayed to all the users in that environment in the form of a banner. MSB can be configured to show the notification or not.