How do I create an adhoc signer?

Note: Only Admin and Internal users with Maker and Full Approval Privileges rights can create Adhoc users

Method 1: Create an adhoc signer using Settings menu through Maker login

Step 1:  Login to using your User Name and Password

Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed

Step 3: Click “Settings” menu. You will find “Manage Adhoc Users” option

Step 4: Click “Manage Adhoc Users” option. You will be navigated to Manage Adhoc User page.  You will find “Create New” button

Step 5: Click “Create New” button and enter relevant details in the respective fields. Fields that are marked * are mandatorily to be filled by the user

Step 6: Once the necessary details are inputted, click “Save” button to create a new adhoc signer

Alert message will be triggered stating “The user added is pending for approval” and adhoc user account creation request will be routed to users with Checker roe for approval

Note: When “Maker” creates/modifies an adhoc user, account creation/modification request will be submitted to users assigned with “Checker” role. Adhoc User account will be activated only after any user with “Checker” role approves it.whereas, when internal user with “Full Approval Privileges” role creates/modifies an adhoc user account, same will be activated immediately without any dependencies

Method 2: Create an adhoc signer on the fly

There are 3 steps which an Admin or Internal user who has access to emsigner website will follow to set up the signatory process. The signatory process can be with or without workflow.

Step 1: Upload documents

Step 2: Specify Participants

Step 3: Sign & Send

  • In Step 2, there will be an ADD option provided in the specify participants screen for the admin or internal users (only user with Full Approval Privileges) to create the adhoc signatories on the fly.
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