Send a template-based document to multiple participants (multi-sign)
  • 30 Nov 2022
  • 3 Minutes to read
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Send a template-based document to multiple participants (multi-sign)

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This article explains how to send a template-based document to multiple participants (multi-sign document) during a Lightico session. For example, you may want to send a loan application that needs to be signed by both the loan applicant and a cosigner. After the document is signed, it may need to be approved by the bank manager.

Note:
🎦 Watch related video:

Understanding participant roles and order groups

When a multi-sign document is configured, participants (the people who will receive the document) are assigned one of the following three roles:

  • Signer - Signs the document and/or completes the details.
  • Approver - Approves the document and/or completes the details.
  • CC - Receives an email of the final document, but does not perform any action.

Participants are also assigned to an order group, which determines when the participant will receive the document. In our example of a loan, if the borrower and cosigner are assigned to order group #1 and the bank manager is assigned to order group #2, the bank manager will only receive the document for approval after it is signed by both the borrower and the cosigner.

Note:

The business administrator configures the participants roles and order groups in the Lightico Administration page. For more information, see Add multiple participants to a document.

Send a multi-sign document

  1. After initiating a Lightico session with the customer, select the relevant multi-sign document from the Assets in the right pane.

    The document opens displaying the participants in the left panel. The customer’s details appear on top of the list including their role and order group. In the right panel, the fields that need to be completed by each participant are displayed.
    image.png

  2. Enter the details of the other participants.

    In this example, you need to enter the details of a participant with the role of signer who is in order group 1. For example, if you enter the details of the cosigner of the loan application, the cosigner will receive the document to sign at the same time as the customer receives it.

    1. Enter the Name of the participant.
    2. Enter either a phone number or an email address using the Phone/Email toggle.
      image.png
      Note:
      • You can add participants with the same phone number or email as the original customer. For example, if 2 family members share the same email address, they will still be regarded as 2 separate participants.
      • The participant’s details are saved for this session after you enter them the first time. If you send additional multi-sign documents during this session, you can select the saved participants from a list.
      image.png
  3. Add more optional participants (if relevant).

    1. Click the Add Participant button at the bottom of the left pane. The Add Participants window opens:
      image.png
      In this example, you can add one more participant with the role of approver who is in order group 2. For example, you can add the bank manager who will receive the loan application for approval after the customer and the cosigner have signed.
    2. Select the relevant participant and click the button.
    3. Enter the new participant’s details in the left pane.
  4. Click Send at the top right corner of your screen. The document is sent to the participants in the pre-configured order.
    In this example, the document is sent to the customer and the cosigner who both need to sign the document. After they both sign the document, it is automatically sent to the bank manager for approval.

    To manage the customer interaction after the document has been sent, use the interaction bubble, displayed in the left pane.

    The interaction bubble allows you to track the status of this interaction, to interact with participants and to perform certain actions on the relevant documents or assets. For more information, see Using interaction bubbles.


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