How to Add Approvers, Signatories, and Receivers to Your Signing Workflow
Learn how to add Approvers, Signatories, and Receivers to your signing workflow
What are Approvers, Signatories, and Receivers, and how to add them?
- Approvers - Approvers are the parties responsible for approving the contract's terms after it has been sent for signatures by the creator and before it goes to the counterparty for signatures. Approvers approve a contract either on an ad-hoc basis or at pre-set intervals across the contract lifecycle.
A contract must include at least one signatory for an approver to be added; it cannot have only an approver as a recipient.
- Receiver - An internal or external stakeholder who receives a PDF copy of the executed contract.
- Signatory - The person who digitally signs a contract, taking it to execution. Within organization-type parties, you have the flexibility to include multiple recipients. However, when dealing with individual party types, it's important to note that you cannot add or modify the signatory.
How to Add Approvers, Signatories, and Receivers to Your Signing Workflow? Step 1: Click on ‘Prepare for Signing’ under the Contract Status card to assign signatories and relevant fields for execution.
Step 2: Click on “Add Recipients” in the manage recipients card to assign recipients.
Once the “Add Recipients” card opens
- Select the party from the drop-down in the Party column
- Specify the recipient's role as “Approver,” “Recipient,” or “Viewer” in the “Recipient Type” column.
- Add the name and email, and save.
- To add more recipients, click "Save and Add Another.”
- Once you are done adding all the recipients simply click on “Add”
Step 3:Once all the necessary stakeholders are added, simply click "Add" to confirm the recipients' details.
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Last updated on September 29, 2023