Business - Check the document before sending - the authorised person for the claimant then signs

Modified on Wed, 12 Jun at 11:39 AM

Progress

  • This is an important scenario when sending a document through an integrated application, where the application prepares the document or document documents and before sending the signature, the document needs to be checked to make sure it has been prepared correctly

  • However, it can also make sense when entering documents through the user interface, where someone prepares the document and another should check it before sending it.

  • Authorized representative signs after checking, then document goes to counterparties.


Signing scenario

  • Depends on the order

  • First in the scenario is the checker in the approving role, then the signing responsible representative of the proponent, and then the signing counterparties.


Employee #4 checks/approves the prepared document, if he doesn't like it , he rejects it. If he approves it, he gives it to Employee No. 1 for signature and then to Customer No. 2.


When calling via the Signi API, see 9. Signing the document with a check before the statutory representatives sign.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article