Introduction
Adding approvers in the PDF template before taking signatures is an essential step to ensure compliance, accuracy, and validation in your document workflow. Approvers review and approve documents before they are sent for signatures, providing an additional layer of oversight. This guide will walk you through the process of setting up approvers in BoloSign for your PDF templates, ensuring a smooth and efficient approval process.
1. Click on "PDF Template"
2. Upload your PDF and add the relevant roles for the document.
3. Add all the fields required as per the need of the document.
4. Click on "Approval workflow"
5. A dialogue box appears showing the status which will help track the progress and actions taken on the document, providing a clear overview of its lifecycle.
6. Click on "Approved"
7. Toggle the "Approved" status to "ON" to add the approver for the document.
8. Click on "Set up an approval workflow"
9. You can add a series of email addresses as approvers, or invite new users by adding them as team members on the TEAM PAGE of the dashboard.
10. For adding a new team member this dialogue box will take you to the team page
11. Click on "Add Collaborator" and enter the details of the required approver.
12. After setting up the approver click on "Save"
13. Click on "Save" for the final process of sending the document.
14. While adding recipients, you can view the Approval Workflow as the checked box to indicate that the document will be sent to the approver first before signing.
15. Add all the relevant information regarding the Approver's Mail data and Signer's Mail Data
16. Click on "Send Via Email
17. You can check the status which says "SENT FOR APPROVAL"
18. The approver will get the mail regarding the "APPROVAL REQUIRED"
19. Click on the "Open the Document"
You can add multiple approvers and set their order as per the security of the document.
20. Click on "Review Document"
21. After reviewing the document you will be provided with 2 options either to "REJECT" or "APPROVE"
22. Click on "APPROVE"
23. Once the approver approves the document, it will automatically be sent to the signer for signing.
24. Once the document has been approved the signer will get the email to sign the document.
25. Click on "Sign Now"
26. Add the signature and also filled all the required field
27. After finishing signing you can now check the status of the document which says it is "SIGNED".
28. You can also see the details of the "APPROVERS" AND "SIGNERS" showing that the document has been approved and signed by the designated recipient.
FAQs
How do I add an approver to a PDF template in BoloSign?
Ans. Navigate to the PDF Template section, upload your document, assign roles, and use the Approval Workflow feature to add approvers.
Can I add multiple approvers?
Ans. Yes, you can add multiple approvers and set their approval order to ensure the document is reviewed sequentially.
What happens if an approver rejects the document?
Ans. If an approver rejects the document, it will not proceed to the signer. You will need to address the reasons for rejection and resubmit the document.
Is the approval workflow mandatory for all documents?
Ans. No, the approval workflow is optional and can be used based on the specific requirements of your document and organizational process.
Can I track the approval status of my documents?
Ans. Yes, BoloSign allows you to track the status of documents through the dialogue box that shows the progress and actions taken on the document.
Conclusion
Adding approvers to your PDF templates in BoloSign enhances the document validation process, ensuring accuracy and compliance before signatures are obtained. By following this guide, you can streamline your document workflows, maintain oversight, and ensure that all necessary approvals are in place. BoloSign’s robust features and user-friendly interface make it easy to manage approvals and signatures efficiently.