Approver role
Friday, July 2, 2021 at 10:04pmI 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?
Reply to: Approver role
Monday, July 5, 2021 at 08:44amHi 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
Reply to: Approver role
Monday, July 5, 2021 at 09:06amThanks Duo,
I am actually looking for something like this:
Reply to: Thanks Duo, I as actually…
Monday, July 5, 2021 at 09:17amI 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