What is a document signer?
A document signer (also referred to as a signer/approver) is a user on your account who is responsible for signing and/or approving checklists and forms for an employee in Onboarding.
You will need to set a document signer/approver when assigning a checklist or form to an employee.
Use the Signs/Approves Forms drop-down menus to select a document signer/approver.
If you are using a form with two sides — an employee side and a manager side — the user set as the document signer/approver will be required to fill out the manager side of that form. When a form only has an employee side, the user set as the document signer/approver will need to view and approve the form after the employee completes it. Only after the manager approves the form will it be marked as complete and added to the employee's Documents page.
What is the Default Document Signer?
The Default Document Signer is a user on your account who is a fallback in case no other document signer/approver is set on an individual checklist or form. They will be listed as the document signer/approver if no other user is selected when you add a checklist or form to a job. This is a global setting across your whole account.
Changing the default document signer for your account
You can change the Default Document Signer on your Onboarding Setup/Settings page. Click the Change link in the Onboarding Defaults section.
If you set the wrong user as the document signer/approver for an employee's checklist or form, you can always change this at any time. Navigate to your Onboarding page and click the Assign Tasks link next to the employee’s name.
Select the correct signer using the Signs/Approves Forms drop-down menus on the right side of the page.
Click the Update Checklist Assignments button at the bottom of the page.
All remaining incomplete steps on the checklist will be assigned to the new signer.
Changing the default document signer for a checklist
Remember that you can always change who Signs/Approves Forms by Default when you edit a specific checklist.
Go to the Settings Page (Account > Settings) and click on the Edit link next to the checklist in the Checklists section.
Select the correct Default Document Signer from the Signs/Approves Forms by Default drop-down menu at the top of the checklist.
Save the checklist at the bottom of the page.
You can also change the document signer/approver for a specific checklist when you assign a checklist to a job or when you assign a checklist to an individual employee.