Ability to reorder signers in esignature template | Voters

Ability to reorder signers in esignature template

complete

Julia Zoda

Having fields that could be completed by the sender on the preview document page OR 2. Allow the sender to input themselves ahead of the candidate so that they could send and be the first to receive the email, and then be able to key in the data before it goes to the candidate.

February 11, 2019

Barry Williams

marked this post as

complete

We added this enhancement last week in production

Barry Williams

marked this post as

in progress

We are testing the ability to change the signer order now.

grace ye

Barry Williams: the signer not necessary have to be the manager or under the role, as long as they have breezy HR Account - e.g, HR Director is not part of a role but they need to sign the offer before sending out the offer to cdd. please kindly check and review

Barry Williams

grace ye: That Manager text is just a placeholder label from the template. It does not restrict the selection to specific people, it just tells you what the intent was from the template.

grace ye

Barry Williams: hi Barry. I don’t think so. When I try to key in someone is not part of the hiring process of the role. I can’t not add them in the the offer signature process

Barry Williams

Merged in a post:

Ability to Set Signing Order in Electronic Documents

Ashley Hatten

with eSignature Templates you could set the signing order to have the Hiring Manager sign first, requesting that this feature is added to the new Electronic Documents that are replacing Offer Letters and eSignature Templates

August 9, 2023

Barry Williams

marked this post as

planned

Jackie Garner

Agreed! I don't think the features should be switched until this is rectified, as it causes a lot of problems with the legal documents sent using this function.

Tony

Please - and have the ability to template the signers emails or let you @ mention users instead of putting the email in each time like an animal (ha!)