If you only know one contact person within a company who does not have the authority to sign the document, the Forwarding feature will help you.
The forwarder will personally specify the final signer whose contact information you may not have.
Steps to Set Up a Forwarder
- While preparing the document, enter the details of the person you are in communication with in the recipients section.
- In the roles dropdown, select Forwarder.
- In the field below, enter the Name and Surname of the intended final signer.
- Place the signature field on the document for the person who will eventually sign it. The forwarder does not require a field.
The recipient (forwarder) will receive a notification and open the document. By clicking the "Forward" button, they will enter the actual signer's first name, last name, and email address.
This feature is available in Business Pro and Enterprise plans.