How to Assign an Approval Signer (to a Stand Alone Document)
To add an Approval Signer to your stand alone document, follow these steps.
1. Visit eSignature > Settings > Add-ons and make sure you have the Assign Signer Order and Stand Alone Document add-ons enabled.
2. Open your stand alone document in editing mode > scroll down to the Document Options > Advanced Options.
3. Check Assign an approval signer to sign... > + Add Signer > type in the name and email of your Approval Signer > save > publish your document.
Now every time your stand alone document is signed, your Approval Signer will receive an email invitation to counter-sign and then the confirmation email will be sent to all parties.
If you would like to automatically add the signature of the document owner to your stand alone document, check out Auto Add My Signature.
If you are looking for variable signers that change every time your document is signed, try our basic document instead.
Still have questions? Submit a support ticket here!