Text tags by role

Text tags by role

I'd like to recommend that you fully implement text tags as follows:

(1) that are filled by role, not by signing order. Like this:

client:S
company:S
company:SD

(2) that allow all the zoho sign functions - approval, cc, etc.

(3) Allow a templateto be saved without a document.

This framework would allows us to save a template for example that is signed by a client, approved by a rep, and signed by the company - then drag any combination of documents in. 

Signing order for tags is quite dangerous. All it takes is to insert an approver into the workflow and all of a sudden all the signature fields are wrong - and it is not possible to add a second document if the sign order is different.

Thanks
    • Sticky Posts

    • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

      Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

    Nederlandse Hulpbronnen