When I am creating a WebForm packet for our incoming patients, we have to have a witness signature from our staff. We do mental health services for several schools in our area, and each school has a Team Lead that manages those witness signatures (ie, they are the ones that will sign the forms). I understand that I have to pre-setup a packet for each Team Lead so that the WebForm link comes to them for that signature, however what can I do if that Lead is out and unable to sign that packet? (Maybe they are out sick, go on vacation, out on leave, etc). Is there a way to divert that packet so that the incoming family doesn’t have to refill out paperwork they’ve already started?
WebForm Witness Signatures
Userlevel 5
+12
- Docusign Employee
- 567 replies
-
15 July 2024
- Answer
Hello,
You are welcome to the Docusign Community!
If the someone else can sign on behalf of the absent lead, he/she can set a delegated signer. On this case, another lead will receive an email to sign on his/her behalf.
Another option would be to create a Signing Group. The Signing Group cannot be the first signer in your Web Form. Using a Signing Group you can add to it the Team leads that can sign the form. Using a Signing Group the first Team lead signing makes not necessary another Team lead signs.
Those are my suggestions, perhaps you can get other ideas here from other collaborators.
I hope that helps!
Best,
Alexandre
+1
- New Voice
- 5 replies
-
16 July 2024
Userlevel 5
+12
- Docusign Employee
- 567 replies
-
16 July 2024
Yep, Admin has permissions to set a Signing Group and Close user. If an user leaves your company, you can Close that user then check a checkbox to remove him/her from any existing Signing group.
The Delegated signer on the other hand only can be set by the own user in his/her account under My Preferences.
Docusign recommends at least two users as Admin to prevent any unexpected situation where the only Admin is not available. Another thing, you can create a Delegated Permission Profile. Copying one of the three standard Permission Profiles then customize it accordingly your needs.
I invite you to visit our portal: Docusign University where you will find many free course and live webinars, as well recorded videos about our products and features.
http://dsucustomers.docusign.com
If this answer helped you, I’d appreciate your Like :-)
Thank you!
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.