People who reassign should still receive emails about that document
My workflow requires me to send documents on to agents, who review documents before sending on to their clients to sign (via 'reassign').
After reassigning, the agent no longer receives information about the document. This seems counterintuitive, and isn't in line with other online document signature services. I can't think of a reason why you would need to be removed from the email chain like this. If you no longer need to know about the document, you can simply ignore the final email about its completion, but if you do, currently you would have to rely on someone still in the chain to email it to you somehow, by downloading/forwarding, etc.
If there's a legitimate reason to remove yourself from the chain like this, it should be an option at the point of 'reassign' - a checkbox to 'Stop receiving emails regarding this document' or similar, and the default should be to stay in the chain.
Thanks,
Jonathon
Anonymous
shared this idea
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Anonymous
commented
Roman Shevtsov
This temporary workaround is not feasible. When setting the two roles and submitting the request, you will be prompted that it is not possible to designate the sequence of signers.
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Yes, currently after reassigning the agent will no longer receive updates about the document. We will explore future improvements to solve your need.
As a temporary workaround you can add an agent two times with two different roles:
1. As a signer (agent will reassign later in the process)
2. As "get copy", so that agent still receives a signed copy in the end of the process even after reassigning.I hope it helps.
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Anonymous
commented
This would be super useful! Delegators should definitely receive a fully signed copy - Docusign does this as standard.
