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Hi,
When I am compiling Information I need that Information to be reviewed and signed off on by one of our partners before it goes out to the clients.
Unfortunately as far as I understand it, it will only allow to have it send sequential. It would be great if it would be possible to have the document reviewed and signed off in house and then send to the clients to be completed 'in any order'.
In short:
I setup a document. I put it into e-sign, the partner reviews it and signs off on it and then it gets sent to multiple clients to be signed 'in any order'.
Hope that makes sense!!
Cheers,
Pierre
Hello Arabon,
We do have feature known as Hybrid Routing in which the approver and group of signers will act sequentially whereas the group of signers can have parallel workflow among them. This feature is available in Enterprise account and if you have that, please inbox me your registered email address.
Regards,
-Rijul
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Hello Arabon,
We do have feature known as Hybrid Routing in which the approver and group of signers will act sequentially whereas the group of signers can have parallel workflow among them. This feature is available in Enterprise account and if you have that, please inbox me your registered email address.
Regards,
-Rijul
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Thanks Rijul,
much appreciated!
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