The Signature Coordinator Role for Workflow Designer allows you to designate a group or specific person to the task of managing signature collection for your workflow. The Signature Coordinator’s responsibilities include:
- Choosing when to send the Signature Packet to the signers via eSignature
- Confirming any fully- or partially-signed Packets uploaded by other users
- Managing and editing who signs and in what order
- When necessary, placing tags on the document before it is sent for signature
This role can be configured to a group to allow for the role to be reassigned when necessary. This function exists in the Sign tab in Workflow Designer.
By default, this setting will be configured to the Owner of the workflow. You can adjust this role by clicking 'Select specific User or Group instead' and adding the group and/or user that should be designated to this task.
Note: We suggest adding groups to this role as opposed to individual users to avoid issues with reassignment in the future.
Once a workflow reaches the Sign Step, the Signature Coordinator role will be designated and the person assigned will be notified that they are responsible for collecting signatures.
If needed, the Signature Coordinator Role can be re-assigned to any other user that the role was configured for in Workflow Designer use the “Reassign coordinator” option.