Feb 23, 2017
Welcome to the latest in a series of posts covering the new
capabilities of the Summer 2017 release of Secured Signing. This post will
cover how you can add a reviewer to the signing process.
It may be that your manager may need to approve an
agreement before it is sent to a supplier to sign. There may also be a need to
get approval from the customer's accountant or lawyer before they sign your
document. Whatever the specific reason, adding a reviewer into the signing
workflow automates the process and ensures you have a record of the approval
right in the document log.
My last post talked about adding additional recipients to a
signing workflow. Adding a reviewer is simply a case of promoting one, or more,
of your notification recipients to be a reviewer. From the invitation workflow
screen, enable additional notification recipients and click the View/Manage
button. Select your notification recipient and select the Reviewer role for
The reviewer notification recipient will receive an email
inviting them to review the document. The Review button or link in the email
will take them directly to the document in Secured Signing. Once they have read
the document, they have the option to approve or reject the document. Once all
reviewers have approved the document, the signing process will commence and
invitation will be sent.
Should the reviewer reject the document, a reason must be
supplied. If a document is rejected, the signing process is cancelled and no
invitations to sign will be issued. The document owner will receive
notification the document has been rejected.
All review activities are recorded in the document log. In
the case a document is rejected, this will include the reason for the
Watch our videos:
a Reviewer to Your Signing Workflow - https://vimeo.com/205130042
with the Notification Recipients / Reviewer Portal - https://vimeo.com/205128386
Making the review process part of the signing workflow
means the signing process starts as soon as the review phase completes without
the document owner needing to do anything, It is one more way that Secured
Signing makes your process quicker and simpler.
'Til next time