Document Signing - Flow / Wizard
As an {admin} user, I need the {ability to specify a series of documents to be signed by the end user} so that {I can capture all necessary documents in my businesses enrollment process.}
Currently, there is no way to specify a series of documents to be signed by an end user. I would like to be able to select a set of documents that the end user has to sign as as part of an enrollment process. Currently, I can create a set of single documents for the user to sign but I can not tie several documents together as an overall packet that they would need to sign.
Additional features of this would be:
Dynamically determine which documents they need to sign based on user input filled out in a prior document.
Storage of the packet of documents into a sub-directory for dropbox synchronization purposes.
Online interface to step the user through where they are in the signing process.
This feature has been completed internally but is currently undergoing the final review/beta/quality assurance stage. We hope to introduce it in the next major feature release.
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Actually we rolled out the first phase of this a while back... you can check it out here:
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Tami Savage commented
Thanks Deryk for posting this great idea.
Thanks Kevin for making it a reality. Will this be available across all document types.