Multiple Submitters for 3B Templates
Revision as of 05:09, 15 November 2024 by Admin (talk | contribs) (Created page with "== Intro == Adding multiple submitters to a template requires that you pre-generate the document. Use the Template publisher and select the "Start collaboration" button. This will create a Redlining Request record against which you can add the submitters as Collaborators. Make sure to tick the Read Only checkbox if you do not want submitters to edit or interact with the document. Each collaborator needs to be assigned with an Order number. Each collaborator needs to a...")
Intro
Adding multiple submitters to a template requires that you pre-generate the document. Use the Template publisher and select the "Start collaboration" button.
This will create a Redlining Request record against which you can add the submitters as Collaborators. Make sure to tick the Read Only checkbox if you do not want submitters to edit or interact with the document.
Each collaborator needs to be assigned with an Order number.
Each collaborator needs to agree to sign the document first, after which the link will be generated.
As an alternative, you can pre-generate the link, by simply loading the Document page with the parameter "collaborator" - which is the slug auto-generated on the collaborator record.