Benefits of Multi-Recipient Signature Support

The introduction of multi-recipient signature support in our CRM brings several key benefits:

• Efficient Document Signing: Assign signature elements to multiple recipients within a single document, saving time and reducing complexity.
• Individualized Signing Links: Each recipient receives a unique link, ensuring they sign the correct part of the document with ease and accuracy.
• Comprehensive Tracking: Enhance document security and accountability with detailed tracking of IP address, location, and date/time for all signatories.

Step-by-Step Guide to Using Multi-Recipient Signature Support

To take full advantage of this new feature, follow the steps outlined below:

Assign Signatures:

• Identify the recipients within the document who are required to sign.
• Assign signature elements to each recipient, categorizing them as either a signer or a CC recipient.

Primary Recipient:

• The first recipient added is designated as the Primary recipient. Custom fields will be populated based on this designation.
• An invoice is automatically generated for the primary client once the document is accepted or signed by all parties.

Signature Links:

• Each recipient, including the business user sending the proposal, receives a unique link for their designated signature elements.
• Recipients can then securely sign their respective portions of the document using these links.

Tracking and Certificate:

• Upon completion of the signing process by all participants, a signed PDF copy of the document is generated.
• A signature certificate is also created, capturing essential information such as IP address, location, and signing date/time for all recipients.

Troubleshooting and FAQs

What if a recipient did not receive their signing link?

• Verify the email address provided and resend the link. Ensure the recipient checks their spam or junk folder.

Can I change the primary recipient after sending the document?

• Once a document is sent, the primary recipient cannot be changed. Ensure the correct primary recipient is selected before sending.

How secure are the signing links?

• The signing links are encrypted and uniquely generated for each recipient, ensuring a secure and private signing process.