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Electronic Document Countersignatures

Overview

Countersignatures are used on documents processed through DocuSign. Once all countersignatures have been added by the responsible parties, documents will be marked as complete. 

Step by Step

You can add up to 3 Team Members for each offering.

Step 1: Under the 'Projects' tab from the top navigation bar, select the project you'd like to set up countersigners to. 

Step 2: Navigate to the appropriate entity and select the drop down arrow to the left of the class. Click 'Edit Sales Offering'

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Step 3: In the 'Offering Editor' on the 'Offering' page, scroll down. You will see a section for Electronic Document Countersignatures. Click + Add Team Member.2019-10-29_15-49-41.png

Step 4: Choose the desired Team Member(s) to add as countersignatures (you can add up to 3 Team Members). Click the trash icon to delete a Team Member from the countersignature process. Drag and drop with the grey tab on the left for the desired order. Click Save.

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