Sign a Form in Mentor EDC

• For some studies, electronic data signing is required.
• A user with system permissions to sign the data with an Electronic Signature performs this action.
• Sitero recommends using your email address as your user name when signing a form in this system; contact your Sitero Mentor EDC Project Manager if you require additional information.
• After the form is “signed,” an icon displays next to the form name in the navigation tree.
• Additionally, this action adds a record in the Journal tab to show that the form has a “signed” status, who signed it, reason for signature, and time/date of signature entry.

Follow the steps below to Sign a form in this system.

1. Select a form in the navigation tree.
2. Click on the Sign button; Sitero recommends using your email address as your user name when signing a form in this system.
3. Based on your system configuration, a confirmation dialog box may display. Populate fields and make a selection for the Signature Type, then click the OK button.

Remember: If updates occur to any of the data on a form, the form no longer is in “signed” status.

Sign All Forms in a Folder

1. Click to select a folder in the navigation tree.
2. Click the Sign All button; Sitero recommends using your email address as your user name when signing forms in this system.
3. Optionally, click the Sign button (or use the Keyboard Shortcut Ctrl + Shift + I).
4. Based on your system configuration, a confirmation dialog box may display. Populate fields and make a selection for the Signature Type, then click the OK button.
5. The signed icon displays next to each form name within the folder.
6. Additionally, this action creates an entry in the audit trail.

Remember: If updates occur to any of the data on a form, the form no longer is in “signed” status.