Signature Request with Approval

A common workflow with electronic signatures is with approvals by a 3rd person, usually a manager in your organization. Eversign does not offer an explicit feature for this, because you can easily achieve this with the existing functions.


  • Document creation
    • Enable Signing Order
      The document (or template) you create needs to have enabled ☑ Signing Order.
    • Add Approver role before the signer.

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  • Prepare / Quick Send document

     

  • Approve / Decline / Reassign

     

    Sign Reassign Decline

    Sign the document if you approve the content.

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  • Signer will receive document

    Only if you signed the document in the previous step, the signer will receive the document for the signature request.

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