Signers, Approvers and Viewers

Описание: DociShield agreements offer three recipient roles. Signers fill in fields and submit, Approvers tick a confirmation and approve or reject once earlier people finish, and Viewers only open the document.

How to do it:
1. Enter the person's details: In Details & Recipients, type their Full Name and Email Address.
2. Open the Role menu: It names the task, not the role. New rows start as Needs to Sign.
3. Three roles to choose from: Each person gets one. Every agreement needs at least one Signer.
4. Needs to Sign: The only role with fields. They fill them in and select Submit Document, or Decline to sign.
5. Needs to Approve: No fields. They tick a confirmation and select Approve, or Reject with a reason.
6. Needs to View: Their part is done once the document opens. The agreement waits for every Viewer.
7. Add the next person: Select Add Recipient, enter their details and choose their role, here Needs to Approve.
8. Keep at least one Signer: With nobody on Needs to Sign, Continue stops with this message. Up to 50 recipients fit.
9. Only Signers get fields: In Prepare & Send, Assign to: lists Signers only. Approvers and Viewers never get a field.

Chapters:
0:00 Intro and steps 1 and 2: Enter the person's details; Open the Role menu
0:12 Steps 3 and 4: Three roles to choose from; Needs to Sign
0:22 Steps 5 to 7: Needs to Approve; Needs to View; Add the next person
0:43 Steps 8 and 9: Keep at least one Signer; Only Signers get fields

Full guide: https://docishield.com/documentation/...

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