Signature Roles #

What is a Role? #

A role is meant to determine the type of person who will be responsible for certain fields inside of a document, rather than the specific individual who will complete it.

When adding a new "Signee" to a document, it is required to add a "Role" for the signee. If the "Signee" will be a different individual each time the document is used, the email address should be left blank. This will allow the template users to add different email addresses for each use of the template.

If an email address is entered when adding a new "Signee" to a document, that email address will be associated with the "Signee" every time the template is used once converted.

When prepping a document, assigning Form Fields to a role and not to an individual person allows users to save all the fields that the “role” will need to complete when the document is being “used". This means that when the document is converted into a template, and then “used” 50 different times, the “role” will always be set to fill out the same fields. Users who are "sending" the documents will only need to fill in the individual information (name and email address) of who they need to complete the document.