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- E-signature Platform
- Process
- Review and send
Review and send
Use a named decision before sending a packet.
Step by step
-
Prepared packet Packet Owner
Packet Owner presents the revision, hash and signer order.
- Packet Owner presents the revision, hash and signer order.
- Updates Signature packets
-
Evidence check Signature Reviewer
Signature Reviewer checks the attachment or external reference that supports the decision.
- Signature Reviewer checks the attachment or external reference that supports the decision.
- Updates Evidence documents, Review decisions
-
Review decision Signature Reviewer
Signature Reviewer approves or returns the revision and records the reason.
- Signature Reviewer approves or returns the revision and records the reason.
- Updates Review decisions, Signature packets
ApprovalA person approves before the work moves on. -
Send packet Packet Owner
Packet Owner records the provider envelope reference and sent date for the approved revision.
- Packet Owner records the provider envelope reference and sent date for the approved revision.
- Updates Signature packets, Execution attempts
Who does what
Roles and permissions- 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.