📖 Table of contents
Do you need to have your signature requests validated by one or more people? You can easily add approvers to your signature requests, templates and forms by following this guide.
Discover approvers
You can add approvers to your signature request in order to validate:
signers,
documents,
the various fields (signature, mentions, etc.).
Approvers are available on signature requests, templates and forms for Plus, Pro and Scale subscriptions.
An approver must either approve or reject your signature request, stating the reason for their decision.
Approvers are part of the overall signature workflow. Depending on how you configure the order of recipients, they may be asked to approve before, between, or after signers.
Please note: A recipient only receives their invitation when their step in the workflow is reached.
Add approvers
When you create your signature request, you can add up to 10 approvers. To do so :
Click on "Add approver" under the Approvers tab,
Add the approver:
If they are among your contacts, use the search bar to select them,
If they are not among your contacts, click on "Create", fill in their details and click on "Add approver",
If necessary, repeat these actions to add up to 10 approvers per signature request.
An approver can be part of your organization or an external contact.
The same person can both approve a signature request (as an approver) and sign a document (as a signer). This person must be added as both approver and signer.
Please note: Approvers will only be asked to approve the signature request, and will not receive any e-mails informing them of the next steps in the signature request process. If required, you can also add them as a follower to be notified and give them access to the documents once signed.
Manage approvers
You can order, edit, replace or remove approvers from your signature request.
Order recipients (approvers)
From two recipients onwards (approvers and/or signers), you can control the order in which they are invited to act on your signature request.
When setting an order, all recipients are included, both approvers and signers.
Simple order (one after another)
If you want recipients to act one by one:
Under the Approvers section, activate “Set approving order”
Drag recipients to arrange them in the desired order
Each recipient will be invited only after the previous one has completed their action (approve or sign).
Custom recipient order (steps with multiple recipients)
If several recipients need to be invited at the same time within an ordered workflow, activate “Custom recipient order.”
This allows you to organize recipients into steps.
Each recipient is assigned a number:
Recipients with the same number are invited at the same time
The next number represents the next step
The workflow moves forward only when all recipients in the current step have completed their action.
Edit an approver
To modify an approver's details :
Click on the "..." to the right of the name,
Click on "Edit approver",
Edit the details in the window that opens (surname, first name, e-mail address, phone number and language),
Confirm by clicking on "update approver".
Replacing and/or deleting an approver
To replace an approver with another one:
Click on the "..." to the right of the name,
Click on "Replace approver",
Choose a new approver,
Confirm by clicking on "Update approver".
To remove an approver :
Click on the "..." to the right of the name,
Click on "Remove approver".
You can hide signer’s personal information from approvers in Signature settings.
Track approvers
Once the signature request has been sent, approvers will receive an email invitation when their step in the workflow is reached.
Depending on how recipients are ordered, the signature request may have the status:
To approve (if approvers are the first step), or
In progress (if approval happens during an ongoing signature process)
Sending reminders
You can remind approvers once their step is active:
By clicking “Send reminders” on the detailed page of your signature request
By sending them their approval link (one per approver)
Note: Approvers can only be reminded when their step has started. If they are in a later step, reminders will be sent automatically once the workflow reaches them.
In the case of an approved signature request
Once all approvers in a given step have approved:
The workflow moves to the next step
The next recipients (signers and/or approvers) are invited automatically
In the case of a rejected signature request
If an approver rejects the signature request:
You will receive an email with the reason for rejection
The signature request stops immediately
It will not be sent to any remaining recipients
The signature request status becomes Rejected, and you can view the rejection reason on the detailed page.
