Managing documents that need multiple signatures can be tricky, especially when you want to assign signature responsibilities to specific team members. Now, you can easily assign signature fields directly to anyone on your staff when creating or editing document templates.

📌 Why This Matters

When running your business, ensuring that the right person signs important documents saves you time and avoids confusion. Instead of limiting signatures to just the sender or contact, you can now give your entire team the ability to sign where needed. This makes your document process more organized and efficient.

✨ What’s New

• Assign Signatures to Any Staff Member: You can pick any team member to sign your document templates, not just the sender or contact person.
• Improved Template Flexibility: Signature fields are now more flexible, letting you tailor who signs based on your business’s unique workflow.

🛠️ How to Use It

1. Step 1: Go to your Templates and open an existing template or create a new one.
2. Step 2: Add a Signature field or any fillable field where a signature is needed.
3. Step 3: On the right side, find the Properties panel and click on “To be signed by.”
4. Step 4: You’ll see your full list of staff members – select the person who should sign the document.
5. Step 5: Save your template, and that team member will be assigned to sign whenever this template is used.

💡 Pro Tip

Assigning signatures to specific team members helps you keep your document workflows clear, ensuring contracts and approvals get processed faster and without delays.