With the Approval Signer feature enabled, once your Stand Alone Document has been signed, a new signer invitation email will be sent to your pre-defined Approval Signer. Once your Approval Signer reviews and signs the document, the document is closed, and a confirmation email is sent to all signers with access to the signed PDF.
To add an Approval Signer to your stand alone document, follow these steps.
1. Visit E-Signature > Settings > Add-ons and make sure you have the Assign Signer Order and Stand Alone Document add-ons enabled.
2. Edit your stand alone document > scroll down to the Document Options > Advanced Options.
3. Check “Assign an approval signer…” > + Add Signer > type in the name and email of your Approval Signer > Save > Publish.
Now every time your stand alone document is signed, your Approval Signer will receive an email invitation to counter-sign, and then the confirmation email will be sent to all parties.
