Add a new options for the "I need to add my signature" check box at sending.
Our company requires a countersignature on all agreements. Our sales people (who are not allowed to sign for the company) tend to forget to check the box for "I need to add my signature to this document" so that when it comes in, we still have to print it out for a manual signature or send it back through EchoSign for the internal counter-signature. Checking the box is the only way they get the option to direct the agreement to an approved signer.
I see two possible options:
1.) Create a setting that allow the administrator to make the checkbox default to "yes" for all users in the account.
2.) Allow the sender to prefill a specific user within their account as the required counter-signer before they send the agreement.
Spence
shared this idea
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AdminAmy Wang
(Admin, Adobe)
commented
Hi Spence, there are existing settings in EchoSign that the administrator can define. Go to the Account tab > Account Settings > Send Settings. Then select Yes for the option "By default, sender signs document". You can also set the Default signer order which specifies if the sender signs first or last. Additionally, you can choose to allow senders to change the signature setting defaults per document or not. Hope this helps.
~Amy Wang, Adobe EchoSign PM
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Spence
commented
Strike #1 - I finally found that option in the config screens.