With Assignable Parties you can let a person that signs a case decide who should sign after them. They fill out the party details of the next party before they sign. Once they have signed, the signature request gets sent to the next party.
- A person fills out a form published with Web Automation.
- Before they sign they fill out the name and email address of who should sign the form after they have signed.
- They sign the form and the assigned person gets an email to review and sign the case.
You can have more than two parties, use a mix of open, closed, assignable and unassignable parties to build up a workflow that best suits your needs.
Using Assignable Parties with Web Automation
The example scenario above can be set up like this.
- Create a Template.
- Enable Signing order.
- Add two parties.
- Make the first party Open using their party menu.
- Make the second party Assignable using their party menu.
- Upload a PDF Form.
- Enable Web Automation.
Using Assignable Parties without Web Automation
You can use Assignable Parties without Web Automation when you create cases from the Web Office or using the API. You need to have Signing order enabled and can make any party but the first party Assignable.
Please sign in to leave a comment.