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completed signed documentation
at present we are testing the system and when we are signing the documents some of our boxes have not been completed.
Signature recipients
We are currently using docusign as our electronic signature system and are in the process of moving over to yourselves.

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karenguest

Reply to: Signature recipients

Tuesday, June 11, 2019 at 05:06am
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We are starting to look further into this and now have customers that would like a Manager to authorise the document but not sign it. How do we go about having one contact authorise the contract and then once authorised the document is forwarded automatically to the Manager that has to sign the document. It must not go for signing until it has been authorised. We also have Regional Business Managers set up to view the document, we also want them to be notified once the customer has signed the document. This is only half way through our process as we then require an internal contact to also view the document when the customer has signed. Our internal contact will then allocate the contract for the second signature which is on behalf of ourselves.

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Topics Replies Freshness Views Users
completed signed documentation
at present we are testing the system and when we are signing the documents some of our boxes have not been completed.
2 5 years 3 months ago 27
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Signature recipients
We are currently using docusign as our electronic signature system and are in the process of moving over to yourselves.
4 4 years 10 months ago 65
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