Adding Signing Groups to Contracts

Support

Step 1 - Create new document approval process. 

If any of images in this post are too small to make out, right click on the image and click open image in new tab to view it in full. 

In account settings click on packs then approval workflows, as shown below.




Click the new approval button, give it a name and then press enter.

Now open the approval workflow you just created.



Click the edit icon next to the approval point as shown below.


Check the signing group box and then click save and close.




Step 2 - Place the internal signature (signing group) tag in the merge document




Find the merge document you want to add the internal signature too and ensure require internal approval is checked as shown below.




Now download the merge document and open it.




Then in the content manager click on create new merge document.




Now click the signatures tab and then click copy on the internal approval signature.




Now go into the word document we downloaded and paste that tag where you need the signature to go.


Now save the word document and update the relevant merge document in the content manager.