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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 that recipient.  

 

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 rejection.

Watch our videos:

·         Adding a Reviewer to Your Signing Workflow - https://vimeo.com/205130042

·         Working 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

Cheers, John


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