Steps: To Assign Roles And Persons On A Reusable Template
Now, eSign Genie allows you to assign roles and persons instead of generic parties identified by party numbers.
- Now user can assign roles like Manager, Supervisor, Accountant, Partner, etc. Now the fields assigned to each role remain separated, and it is easier to identify the signer name for each role while sending. Some users accidentally doing mistakes at the time of assigning parties on templates due to generic parties identification.
2. You will be able to select Party or Role (You can add a role to the party), Me, and Other (specific signer)
3. If you don’t assign the role to party, they will be identified as Party Number (PN1, PN2, etc.).
4. Template sending Screen
5. New online forms will have roles associated with the online forms. Online Form Screen