Configure signers (Signer Panel)

When you're ready to send your document for signature, click 'Configure signers' to assign signature blocks in the Singers panel.

'Configure Signatures' 

Signature assignments are configured in the Signers panel. To open the Signers panel, click 'Configure signers'.  'Configure signers' can be found:

  • In the 'Signature' menu at the top of the document:blobid3.png
  • In the 'SIGNATURES' section at the bottom of the document:blobid1.png
  • And, on the Document Progress Card:blobid4.png

Add/assign signers 

Once you have opened the Signer panel, you can begin adding and assigning signers.

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Note: New drafts default to 0 assigned signers. If you used a template, the signer designations will match what was configured on the template.
To add signers:
  1. Click  +  Add signer
  2. Enter the email address of the person signing (or, scroll and select an internal user from the list) If you're not sure who needs to sign yet, you may select:
    • Any external guest - this selection will allow any invited guest to sign here
    • Any internal user - this selection will allow any invited internal user (with permission to sign) to sign here

Note:  Only the contract originator, or invited internal users with the ability to edit documents in their role can add or assign signers.

When assigning signers, Concord will automatically suggest the signers name if they are an internal user in your organization or if they are a guest that has previously signed. New guests will enter their name during signing.

Change or remove signers

Signers that have not yet signed the document can be changed or removed at any time.

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To re-assign a signature block:

  1. Click the down arrow beside the signer name/email
  2. Click Change who signs here
  3. Enter the email address of the person signing (or, scroll and select an internal user from the list) If you're not sure who needs to sign yet, you may select:
      • Any external guest - this selection will allow any invited guest to sign here
      • Any internal user - this selection will allow any invited internal user (with permission to sign) to sign here
  4. Click the down arrow beside the signer name/email
  5. Click Remove signer
      •  

Note: Removing a signer indicates the document requires 1 less signature. To add a new signer, click +  Add signer.

Signing order 

If you would like your parties to sign in a specific order, activate the Signing Order feature. 

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To activate 'Signing order':

    1. Click Advanced settings
    2. Click the slider beside 'Signing order' (blue indicates it is activated)
    3. Numbers will appear beside each signer, demonstrating the signing order

To adjust the signing order:

    1. Click and hold on the number beside the signer (when selected, the number will change to theblobid10.png icon)
    2. Move your mouse to "drag" the signer to the desired space
    3. Release your mouse to "drop" the signer
    4. Repeat until all signers are in their desired space

Note: When Signing Order is enabled, 'Request signature' is disabled for the second and subsequent signers until the previous signer signs the document.

 
 
 
 
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