This topic will walk you through how to manage signatures in Workflow Designer.

Manage a Signature Packet

When your workflow template is set up to require approval to send out for signature, the signature coordinator is designated to send out the agreement for signature. During the Sign step, the signature coordinator can:

1. Prepare the signature packet.
2. Upload the signed packet.
3. View the signature packet document.
4. Download the partially signed signature packet as a PDF.
5. Download the signature packet as a PDF.
6. Cancel the signature packet.

1. If you want to view the signature packet documents, click the down arrow next to the Upload signed packet button > View Signature Packet documents.
2. If you want to download the partially signed signature packet as a PDF, at least one (but not all) of the signers needs to have signed. Click the down arrow next to the Upload signed packet button > Download Partially Signed Packet (PDF).
3. If you want to download the signature packet as a PDF, click the down arrow next to the Upload signed packet button > Download Signature Packet (PDF).
4. If you want to cancel the signature packet, click the down arrow next to the Upload signed packet button > Cancel Signature Packet. Provide a cancellation reason. Click Confirm packet cancellation.

Update/Reassign a Signer

Required Role: Signature Coordinator
Even if your workflow template is set to automatically send your signature packet out for signature once all of the approvals are collected, signature coordinators can still edit signers. If you edit the signers after a signature packet has already been sent out, the signature packet is canceled.

1. To update a counterparty signer’s information, click the three stacked dots next to the signer, and then click Edit. Update the existing signer’s information, or add a new signer’s information. Provide a reason for the update. Click Save signer.
2. To update a company signer, click the three stacked dots next to the signer, and then click Edit. Select a new signer from the dropdown. The options in the dropdown are designated in the workflow template, so if a group or individual users are assigned the company signer role in the template, they are included in the dropdown. Provide a reason for the update. Click Save signer.
3. Changes for both of these steps are documented in the Activity Feed. After you finish your updates and reassignments, you must manually send the signature packet out for signatures by clicking Prepare signature packet.
4. Once the signature packet is sent out, the first signer is labeled Out for signature. Once they sign the signature packet, they are updated to Signed and the packet is automatically sent to the next signer.

Add/Remove a Signer

Required Role: Signature Coordinator

1. In the Signers section, click Add signer.
2. To add an additional counterparty signer, enter the signer’s name and email. Add a comment describing why you are adding the new signer, and then click Add signer.
3. To add an additional company signer, enter the signer’s role name, and then click the Signatory dropdown. Select the user you want to add. Click Add signer.
4. After you add the new signer, you must place signature tags.
5. If you want to remove a signer, click the three stacked dots next to the signer you want to remove, and then click Remove signer.

Add/Resize Signature Tags During the Sign Step

Required Role: Signature Coordinator
When you launch a workflow and select Counterparty Paper as the paper source, the signature coordinator is prompted to place signature tags during the Sign step.

If you want more information on how to optimize your document for signatures, refer to Format Microsoft Word Documents.

1. Click Place Tags.
2. Drag and drop the tags for each signer from the left panel to where you would like the signature blocks to be. The box surrounding the tag represents the fields that your recipient will see.
3. To resize a tag, hover over the bottom right corner; an arrow displays. Click and drag to adjust the width and height of the box.
   
   NOTE
   The white box represents where the tag will render. The purple identifier tag will not be displayed when the document is sent out for signature.
4. If you want to add an initials tag to the document, drag and drop an Initials tag from the left panel to the document.
5. Click Prepare Signature Packet and you are prompted to send out the signature request.