Electronic Signature

This page shows you how to use the electronic signature process in the CDAA.

Electronic Signature Process

Step 1 - Select forms to include

• Click the check boxes next to the self certification forms that you want to add to a self certification statement
• Click View Certification Statement

Step 2 - Confirm certification statement generation

• Click Ok to acknowledge that you want to generate the certification statement

Step 3 - Pick an authorized signatory

• Pick the authorized signatory from the drop down box
• Click Notify Authorized Signatory to generate the certification statement and to notify the authorized signatory

Step 4 - Confirm the statement was generated

• Once the certification statement has been generated you will see This form has been sent to the Authorized Signatory for review and may no longer be edited

Step 5 - The authorized signatory will be notified via email

• The authorized signatory will receive an email with a link to certification statement to electronically sign

Step 5a - If the authorized signatory does not receive the email

• Have the authorized signatory log into the CDAA
• Pick the Master Account from the upper right if the contact has access to more than one Master Account
• Click Compliance
• Click Pending Certification Statements
• Click Sign to view the certification statement that needs to be signed

Step 6 - Signing and submitted the certification statement

• The authorized signatory can review the forms before signing by clicking the form name
• Click Submit Certification Statement to electronically sign the certification statement

Step 7 - Confirm that you want to sign the statement

• Click Ok to acknowledge that you want to sign the certification statement
• You will receive a confirmation stating This form has been submitted and can longer be edited