We are currently using docusign as our electronic signature system and are in the process of moving over to yourselves.
At present when we create our transactions for signatures, we also send copies to our sales man and internal colleagues so they are able to view the document unsigned. How can i set this up in onespan please. Attached is an example of how we process this through docusign.
If you want your internal colleagues to “view only”, you can simply add them as recipients and don’t assign any signatures to them. So they become what we call “reviewer”.
If you set the signing order, the reviewer will only receive email notification when his/her turn, and will directly be skipped. Next recipient will receive email notification since reviewers are not involved in the signing process.