To add signers in the electronic signature step and modify data, you must follow the following instructions:

  1. In the menu of the electronic signature step of a workflow or process, click on signers.

  2. Click add.

  3. Select the type of user of the signer, that is, if it is an internal user (created on the platform) or an external user (not created on the platform)

  4. If you are adding an internal user, select the user's name from the drop-down list.

  5. If you are going to add an external user, you must enter:

-Full name.

-Email.

-Country code.

-Identification number (It is only required for Chile, Colombia, Ecuador and Peru)

-Phone number in case double authentication is configured.

  1. If you want to edit the information of any of the signers, click on the pencil that appears in the signer section and modify the details.

  2. When you finish configuring the signers of the process, click on complete step and the document will be sent for signature.

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