Most efficient procedure to route a document that always requires the same party's signatures
Hello – I am hoping to get help on how to accomplish something for my company.
We have a form that is routed to 8 people for signatures. They sign in designated signature fields in a specific order. The data on the form changes but it always is routed to the same 8 people in the same order and with the same designated signature fields.
I need a recommendation on the most efficient way to save the work flow for this form, so that we do not need to designate who must sign it and where their signatures must go each time we route it.
Our current procedure is to use the Request E-signatures tool: We enter the 8 people who must sign it and then assign them to signature fields on our form. However, because those people will stay the same every time we route this form, we want to avoid this step.
Is there a way to save a work flow, so that we can update the contents of a document but when we route it, it will always issue to the same group for signatures in the same order and with the same designated signature fields?
