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- E-signature Platform
- Process
- Correction and follow-up
Correction and follow-up
Assign a correction while preserving the executed revision.
Step by step
-
Open action Follow-up Owner
Follow-up Owner receives the packet exception and due date.
- Follow-up Owner receives the packet exception and due date.
- Updates Follow up actions, Signature packets
-
Record reason Packet Owner
Packet Owner records the correction reason and the prior state.
- Packet Owner records the correction reason and the prior state.
- Updates State history, Signature packets
-
Correct revision Packet Owner
Packet Owner creates a successor revision and compensating signer event.
- Packet Owner creates a successor revision and compensating signer event.
- Updates Signature packets, Signer events
-
Review decision Signature Reviewer
Signature Reviewer approves or returns the changed revision.
- Signature Reviewer approves or returns the changed revision.
- Updates Review decisions, Evidence documents
ApprovalA person approves before the work moves on. -
Close or correct Follow-up Owner
Follow-up Owner records the resolution and completion time.
- Follow-up Owner records the resolution and completion time.
- Updates Follow up actions, State history
Who does what
Roles and permissions- Follow-up Owner
- , Packet Owner, Signature Reviewer.
Set up E-signature Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.