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Add an organizer to a document

Suppose you're going on vacation, and you need one of your colleagues to be able to handle your documents (receive life cycle notifications and cancel or terminate the document) while you're away. What to do? Add one of your colleagues as an organizer to the document!

To add a colleague with the organizer role to a document: 

  1. Go to your document > Participants and click Add colleague. 
  2. Fill in the required fields, click the User role, and select Organizer.

Additionally, you can create a message that Oneflow will send to your colleague with the document. 

Once you send the document, your colleague will receive a notification e-mail with an invite to the document and can access it as an organizer with the same permissions as you have.


Since adding an organizer is a strictly internal function, it will not show in the Audit trail, and counterparties will not see or be notified of this change at any stage of the document.

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