How to Assign Signitures and Sign Webform

1.  After completing the webform, click “Assign Signers” (green button at the bottom of the form)


2.  A yellow “Request Signature” box will appear to guide you through assigning the first required signature.

  • The first title (for example, DSP) will be displayed.
  • Type the name of the individual who needs to sign.
  • Select the correct name from the dropdown list.
  • Click Continue.

3.  If additional signatures are required, you will be prompted to select the signer type (Employee, Third Party, or Client).

  •   Select the appropriate title.
  •   Click + Add.
  •   If no additional signatures are needed, click Skip.

4. Type the signer’s name in the field provided and select the correct name from the dropdown list. Then click “Save.”


5. After all signatures have been assigned, you will be prompted to review the document, click “Confirm and Send.” If all signatures are assigned are correct, should you need to edit any assigned signatures, click “Cancel and Start Over” to return to assign signatures.

How to Sign Webform in OnTarget

1. If you are the creator of the webform and need to sign it, you will automatically be directed to the signing page after confirming the signatures. If you are not the creator, follow the steps below under “How To Sign Using My Tasks.”

    • Note: You may exit the webform and return later to sign it by using the hyperlink in the “My Tasks” dashlet on your dashboard. See the section below, “How To Sign Webform Using My Tasks.”

2. Check the box in the upper left corner to agree to the electronic signature


  1. Scroll through the document and click the green “Click to Sign”

  1. Confirm your name and click “Adopt and Sign.”

  1. You will see your signature appear on the document then click, “Submit Signature.”

6.  You will be given a choice to save document as PDF or print. OnTarget will save form in the system without saving a PDF, this is optional.

How To Sign Webform Using My Tasks

1.  Sign in to OnTarget, you will receive a pop-up dashlet on their dashboard “Unread Taks”

  •    Select the boxes and click “Acknowledge Tasks” for signature requested tasks. (Note: all tasks must be selected to click acknowledge and move to dashboard).

  1. Go to My Tasks dashlet on your dashboard.
  • Click on the blue link “Signature needed”

  1. Check the box in the upper left corner to agree to the electronic signature

  1. Review the document, fill out any need information and scroll to green “Click to Sign”.

  1. Confirm Name, click “Adopt and Sign”

  1. Once your name populates on the document, click “ Submit Signature”


  1. After signing, if you’d like to print a copy, click “Print as PDF.” If the document is still awaiting other signatures, you can choose to wait until it’s fully completed. Once all signatures are collected, you can access the webform again under “My Tasks” or from the original location where it was launched. A copy is automatically saved and stored in OnTarget where launched.

  1. Click “View History” to review when the webform was sent to assigned signers, including details such as time, user actions, activity, and outlet status. Click “Back to Outlet” to return to the completed webform.

  1. Click “Resend for missing Signatures” to resend to any assigned signatures that have not signed webform. Click, “Resend Links”