Signatories

• The Signatories in InnDoc AI enables users to define and manage the document signing process by assigning authorized signatories.
• This ensures that documents receive the necessary accountability and legally binding signatures from relevant stakeholders.

Users can conveniently access this feature by navigating to the Signatories tab.

Adding Signatories

• Users can allocate signatories for a document by clicking on the "Add Signatories" button.

• Signatories can be internal members (within the organization) or external users (such as clients, vendors, or third-party stakeholders).
• Once signatories are added, clicking "Save" registers them for the document.

Sending for Signatures

• Once the document is finalized and approved, users can initiate the signature process by clicking on "Publish".

• The document is then forwarded to the assigned signatories for digital signing.

Modifying the Signing workflow

• Before sending a document for signature, users can modify the signatory list if required. By clicking "Reset," they can adjust or remove signatories to ensure accuracy.

Integration with third-party signing tools

• InnDoc AI supports integrations with industry-standard e-signature tools, including:
  • DocuSign - Docusign Setup
  • Adobe Sign - Adobe Sign Setup

These integrations ensure a secure, legally compliant, and streamlined document signing process.

Video Reference - https://app.guidde.com/share/playbooks/szWcaQ8qo7PeAZXbgkXWuT?origin=CLhuhyWU58WFuigCugTh3i3jhGs2