The Open Forms feature of GMO Sign signing solution provides a convenient option to share signed document(s) with another recipients - internally or externally. Open Forms creators can use this feature to create backup at a secondary email address where the signed documents would be archived for their future reference.
Notes –
|
How to Define Recipients to Share Signed Files?
(1) Create a new Open Form and reach at the page where you have to input information related to Open Forms. [Video Preview]
(2) Enable the checkbox of Setup button and, click on Add icon.
(3) Enter the details related to receiver including company name, full name, email address, etc. The receiver would be the one who will receive all the document(s) being signed by external parties through Open Forms URL. [Video Preview]
(4) Proceed with positioning of pen icon for signer and complete the process by reviewing & confirming the entries. [Video Preview]
What Happens at Recipient End?
Whenever a signature would be completed through Open Form URL, receiver(s) would receive an email. This email comprises of a workflow name in the subject line and other details like Open Form creator's name, documents being added, validity period of document to be downloaded, etc. Once receiver clicks on the Download button, he receives signer's name with email address for records. [Video Preview]