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 and Order" 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 and order" as the option
Select the people you want to sign the document
(The order in which you select your signatories will be the order in which they receive the notifications and the signature request.)
Once you press "continue" you will be able to select the fields you want each signatory to sign. This could be signatures, names, dates and a few other options.
When you have selected all of the fields and are happy with the requested fields, you can click "save and close" and then "send request"
Things to know:
Individuals will be notified to sign the document in the order you have selected them in. In this case, Maisie will receive the request for a signature first and only once her signature is submitted, Alessandro will receive a request to submit his.
Once everyone has signed the document, a notification will be sent to all individuals letting them know the document is signed, and a copy of the document will be attached in the email.
Additionally, an audit log of signatures will be available in Charlie through the document folder this document is stored in.
You will have the ability to view the audit log by clicking the pen icon on the initial document or the signed copy, and you will be able to download the signed copy by clicking on the document.
And just like that, you are ready to gather some freeform signatures.