This topic contains 2 replies, has 2 voices, and was last updated by  karenguest 2 months, 1 week ago.

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    karenguest
    Newbie
    Member since: 08.01.2019
    Number of posts: 4

    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.

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    Duo_Liang
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    Member since: 14.06.2018
    Number of posts: 691

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    Hi Karen,

    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.

    Hope this could help!
    Duo


    Duo Liang
    OneSpan Junior Technical Evangelist
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    karenguest
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    Member since: 08.01.2019
    Number of posts: 4

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    yes – thanks again

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