Managing Generated Documents: E-Signature Flow/Groups

The next screen falls under the E-Signature section of the Document Wizard and allows authorized users to set and/or add participants to E-Signature Processes that were defined on the template side.  

From this screen, users can perform the following actions:

1. Add Participant: Authorized users can add participants to an E-Signature Process Step that has already been created. Participants can be individual internal users, roles & groups and/or client/vendor contacts.

2. Set Participant: Authorized users can alter or set participants to an already existing E-Signature Process Step. Participants can be individual internal users, roles & groups and/or client/vendor contacts.

Note: Users cannot create new E-Signature Process Step on a generated Document Package. That is handled on the template side.

Next head to E-Signature Processing.