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

Skip To:

• Manage a Signature Packet
• Update/Reassign a Signer
• Add/Remove a Signer
• Add Signature Tags During the Sign Step

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 signature packet as a PDF.
5. 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 signature packet as a PDF, click the down arrow next to the Upload signed packet button > Download Signature Packet (PDF).
3. 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 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.

1. Click Place Tags.
2. Drag and drop the tags for each signer from the left panel to the signature block. You can resize each block by hovering over the corner of the tag and adjusting the length.
3. If you want to add initial tags to the document, drag and drop an Initials tag from the left panel to the document.
4. Click Prepare Signature Packet and you are prompted to send out the signature request.