A common workflow with electronic signatures is with approvals by a 3rd person, usually a manager in your organization. Xodo Sign does not offer an explicit feature for this because you can easily achieve this with the existing functions.
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Document creation
- Enable Signing Order
The document (or template) you create needs to have enabled☑ Signing Order
. - Add Approver role before the signer.
- Enable Signing Order
- Prepare / Quick Send document
- Approve / Decline / Reassign
Sign the document if you approve the content.
Reassign to someone else if you can't approve it yourself.
Decline the document if there's something wrong.
- Signer will receive document
Only if you signed the document in the previous step, the signer will receive the document for the signature request.