Note: Only Admins and Super Admins have the ability to set up and send signature requests on Charlie.
The Charlie e-sign offers a few different flows when requesting signatures digitally. This article will guide you through the "Choose Fields" signature flow.
Note:Signatures can only be requested from Charlie users. Any users outside of your organisation cannot be included in the signature requests you send through Charlie.
Setting up a chosen field signature request:
Head to the employee profile or locate the relevant document folder
Click the pen icon to set up the signatures required
Select "Choose fields" as the option
Select the people you want to sign the document
You will then be prompted to select the fields that each signatory will need to sign
Once you are happy with all the fields you can click save and close
Lastly, select "send request"
Once you have send the signature requests, all selected individuals will be notified via email, and will follow the email button to sign the document.
Things to know:
In chosen fields signature requests, all signatories will be notified at the same time, and as the name of the flow suggests, there will be specific fields for the individuals to sign. The individuals will only be able to sign the fields you have selected without the ability to add any additional fields.
Since the requests are sent at the same time, there is no specific order in which the individuals sign. This will mean that whoever signs second, third and so on, will be able to view the signatures of the the individuals that signed before them.
Signing in freeform, example below:
Once the individuals have submitted their signature, they will receive another notification confirming their signature and with a copy of the document they have just signed.
An audit log on the signature events will be available through Charlie by clicking the pen icon next to the document you have sent for signatures.
And just like that you are ready to gather signatures through Charlie.