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E-Signatur

  • February 27, 2025
  • 3 Antworten
  • 54 Aufrufe
N
First Steps

Hallo zusammen, 

wir beginnen mit der Nutzung von E-Signatur und ich frage mich, wie man den Überblick über angeforderte Signaturen behalten kann, ohne ein Admin zu sein. Gibt es eine Einstellung, die ich vornehmen kann, um sicherzustellen, dass zumindest eine E-Mail mit dem signierten Dokument (auch an die Personen, die unterschreiben) an den Initiator der Signatur gesendet wird?

 

Hi together, 

we are starting to use esignature and I am questioning how someone can keep track on requested signatures w/o being an admin. Is there any setting I can make to ensure that at least an email with the signed document (likewise to the people who sign) is sent to the initiator of the signature?

 

Maschinell übersetzt von Community Admin

 

Beste Antwort von SarahHen

Hi ​@Newie,

you can create a workflow to be informed about the signature of the document. You can select each role in the notifications as Recipient.
For us, it looks like this:

It is only important that the recipient has access to the respective document category.

 

Sarah

3 Antworten

SarahHen
Community Superstar
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  • SarahHenCommunity Superstar
  • Community Superstar
  • Antwort
  • February 27, 2025

Hi ​@Newie,

you can create a workflow to be informed about the signature of the document. You can select each role in the notifications as Recipient.
For us, it looks like this:

It is only important that the recipient has access to the respective document category.

 

Sarah

N
First Steps
  • NewieFirst Steps
  • Autor*in
  • First Steps
  • February 27, 2025

Hi Sarah - great, thanks!! Directly implemented :-)

SarahHen
Lucie B
Lucie B
Ehem. Community Moderator*in
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  • Lucie BEhem. Community Moderator*in
  • Ehem. Community Moderator*in
  • February 27, 2025

Thanks for helping, even in English ​@SarahHen!

​@Newie please note this is the German-speaking Voyager Community, so we need all the postings to be in German, so all members can understand. However, we also have an English-speaking Community too, if you prefer to communicate in English.

Thanks for understanding!
Kindly, 

Lucie

Ehemalige Community Managerin @ Personio
SarahHen
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