In this article, we'll walk you through the process of nominating a proxy signer in SigniFlow. This feature allows you to designate someone else to sign a document on your behalf, ensuring seamless workflow even in situations where the designated signer is unavailable or not the ideal person for the task.
Step-by-Step Guide:
1. Accessing the Nominate Proxy Feature
Begin by logging into your SigniFlow account and opening the document you need to sign.
2. Initiating the Nomination Process
Locate the "Nominate Proxy" option within the SigniFlow interface. This feature streamlines document finalisation by enabling you to nominate a proxy signer.
3. Selecting the Proxy
Click on the "Nominate Proxy" button and follow the prompts to select the individual whom you wish to designate as the proxy signer. This could be a colleague, supervisor, or any other authorised person who can sign on your behalf.
4. Confirming the Nomination
Review the information to ensure accuracy once you've selected the proxy signer. Confirm the nomination and proceed with assigning signing responsibilities to the designated proxy.
5. Proxy Signing Process
The nominated proxy signer will be notified of their role and prompted to sign the document on your behalf. They can access the document through their SigniFlow account and complete the signing process as required.
6. Completion and Finalisation
Once the proxy signer has signed the document, it will be considered finalised, and you will be notified of its completion. You can then review the signed document and proceed with any further necessary actions.
To see a visual walkthrough of how to Nominate a Proxy Signer in SigniFlow, watch the accompanying video tutorial here.
Conclusion:
The Nominate Proxy feature in SigniFlow offers a convenient solution for situations where the designated signer is unavailable or not the best fit for the task at hand. By following the steps outlined in this guide, you can easily nominate a proxy signer to ensure timely completion of important documents.