Approvals that keep moving on their own.
Set up stages, put them in order, start the chain. DocTrace takes care of the sequence, the links and the audit log.
How a chain works
Set up stages
Once, in Settings: "Management", "Purchasing", "Warehouse", each with a color and members.
Fields per stage
In the document, every field belongs to a stage. Management's signature always lands in management's field.
Start the chain
Check or change the order, choose who is responsible for each stage, set a deadline, start.
Stage by stage
The active stage receives its links. After the signature, the next one is up. Everyone sees what was signed before them.
One final version
After the last stage, exactly one PDF is created with all signatures, the proof page and the checksum.
The rules
One signature per stage
Every member receives a link. Whoever signs first completes the stage. The other links become invalid. If you wish, the others receive a short notification.
Order per chain
The order on the document is only the default. It can be changed by dragging or with the keyboard whenever a chain is started.
Reject with a reason
Every stage can reject and must give a reason. The chain stops, all links become invalid, the initiator receives an e-mail. No final version is created.
Deadlines
Every stage has a deadline, 14 days by default. If it expires, the stage can be sent again with new links and a new deadline.
Change who is responsible
If the responsible person is on leave, change the responsibility for the active stage. New links go out, the old ones become invalid.
External stages
A supplier or customer can be a stage. They sign via a link, without an account, with name and company taken from the recipient list.
My tasks
Every member sees in DocTrace which stages are currently waiting for their signature: reference, document, stage, deadline. One click opens the document for signing. Members without web access receive their link by e-mail instead.
And if I only need one signature?
Then you don't need stages. A document without stages is the simple route: upload, place fields, send. Stages are only visible to those who set them up.
Your next signature in minutes instead of days.
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