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About Approvers

There are two types of approver, for slightly different business situations. Usually you will need what we call a 'standard approver', when you simply want to replace a signer with an approval. But for situations where the approver is more experienced, where he/she has to approve documents within the company frequently for example, then a 'signer-approver' may be more appropriate.

Standard approver

Sometimes you just need a document approved without the formality of a signature. With Legalesign you can insert approvers into a signing workflow at any point. You can treat them as if they are signers, or use a special category of approver that is tuned for internal business workflows.

Approval after the signer signs:

To get a standard approver simply tick the 'Approve only' checkbox when you enter a name and email for a signer on the Send Page. This will switch the signer into an approver. This approver is exactly the same as if he/she were a signer but will not have  to complete any signature or initials fields, nor tick any 'agreement statements'. This is probably what you expect from an approver, and so you can use this type of approver most of the time.

Approve only:

 

 

Signer-approver

The other category of approver is what we call a 'signer-approver'.  You add this type of user in the submenu associated with each signer - where you add a personal message, reminder schedule etc.

You prepare fields for the signer-approve in the usual way on the PDF edit page. When you add or click on a signer field, and its form appears, click on the first dropdown and you can scroll down to assign the field to 'Signer 1 - Approver', or 'Signer 2 - Approver', etc.

The use-case for the signer-approver is that he/she is usually internal to the company, and knows what is going on. Typically, a document will have been signed, and returned to this person back in the office for approval, before going on to a final signer. 

Since it is presumed the signer-approver is internal and fulfills this task regularly, this person gets a bit more control and a bit less guidance. 

These type of signer-approvers are not constrained by how the document is set up. Regular signers (and signers converted into approvers) are pre-defined by signature fields on the doc. By contrast you can add signer-approvers, or not, as you prefer. Signer-approvers themselves can add more signer-approvers.

Signer-approver fields are shared between all the signer-approvers associated with a single signer, none of those fields are required. Furthermore, there is less forced guidance on the 'signing' page, it presumed they know what is going on.

Signers, approvers and signer-approvers, and the ability for those people, or an admin user, to decide who becomes a signer, or approver at a later time,  gives a tremendous amount of flexibility to the workflows you can generate.  If you have have a complex workflow, contact support who will work with you to get the right workflow pinned from down amongst these options.
 

*Please note Approvers are not available for text based documents.

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