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Question

Multi Step Process removing previous signers

  • February 26, 2026
  • 0 replies
  • 8 views

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Hello, 

 

I am wondering if there is a way to send a document automatically with the below stipulations 

 

send for approval signatures internally 

if approved automatically send to the required signers which will include the people who initial it after the client signs it BUT also removes the previous initials in the process. 

 

More plainly 

Send to Person A, B, & C, for initial, if approved, automatically remove the initials, send to person D for signature then to person B and C for signature