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 www.emsigner.com 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.