nlecky | Posts: 2

Approver role

0 votes

I would like to sign off on all paperwork sent out by all our senders.  Is there a way to assign myself or a group a specific role so that when I place that tag on a pdf document I will always be the one assigned that field?


Duo_Liang | Posts: 3776

Reply to: Approver role

0 votes

Hi nlecky,

 

If you are using text tags feature to extract signatures and fields automatically, you could use "Owner" as the role name to refer to yourself:
{{esl:Owner:capture:size(200,50)}}

Similarly, document extraction feature also supports to use "Owner" as the role name:

[Owner.Fullname1]

Please let me know if this is not what you are looking for.

 

Duo


nlecky | Posts: 2

Reply to: Approver role

0 votes

Thanks Duo,

I am actually looking for something like this:

  1. Signer1
  2. Signer2
  3. Owner - This is the sender (not me)
  4. Administrator or Group (I am the compliance officer, I have to review and sign off on all the documents all the senders create)

Duo_Liang | Posts: 3776

Reply to:

0 votes

I see, if you want to use tags other than "Signer#" or "Owner", you need to:

(1) when add your account or a group including your account as a signer, customize the Role Name (let's say "ComplianceOfficer"). This is available both from UI or via code.

(2)with the customized role name, you are able to use the tag "ComplianceOfficer" in the PDF - {{esl:ComplianceOfficer:capture:size(200,50)}}

 

Duo


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