Electronically Signing your Documents via IDOC The College Board

Electronically Signing your Documents via IDOC

The College Board has recently implemented an electronic signature process for students via the

Institutional Documentation Service (IDOC). Students and families can now submit and electronically

sign, their non-tax filer and verification worksheets online. We have partnered with the company

DocuSign to complete the electronic signature process. To electronically sign your documents, you will

want to follow these steps:

Step 1: Fill out the applicable online document via your IDOC Student Portal. Review your entered

information carefully before proceeding to the electronic signature process. You cannot edit the

document after you begin the electronic signature process.

Step 2: Once you have filled out the information on your document you will be prompted to either print

your document or electronically sign your document. Choose the options to sign your form

electronically.

Step 3: Everyone who needs to sign the document, will receive an email from IDOC via DocuSign asking

them to review the document and complete the signature process. Click on “Review Document” in the

email.

Step 4: When you click on “review document” this will take you to a page where you can enter an access

code. The access code information is provided in the email you have received from IDOC. Enter your

access code to see the document.

Step 5: Agree to the electronic records and signatures disclosure and click continue.

Step 6: Review your completed document and confirm your information is correct.

Step 7: Once you have reviewed the document you can click on the yellow button that says “sign”. A

pop-up will appear where you can adopt a signature style or draw your signature. Once you have

chosen a signature, click “adopt and sign.” You will see your signature appears on the document.

Step 8: Click finish and your signed document will be completed. You will see a pop-up box asking if

you’d like to print or download a copy for your records. You can do so or click “continue.” Once you

click continue you will be redirected to a page letting you know you are done signing.

Once all the required signers have signed the document, you’ll receive an email indicating the document

is now complete. Once you receive this email, please allow 24 hours for the document to be recorded

as received in your IDOC Student Portal. You can click the link in the email to view a completed version

of the document. You will need to re-enter your access code to view the completed document.

If you have questions or need assistance completing this process, please contact Customer Service at

1-866-897-9881.