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!
| INFORMATION Organizers can be added and removed at any stage of the document, including signed and sealed documents. |
Add an organizer to a document
- Go to Documents > Open a document.
- Go to the Participant list > Add colleague.
- Fill in the required fields > Choose User role - select Organizer.
Once you add a colleague to the document, your colleague will receive a notification e-mail with an invite to the document and can access it as an organizer.
Remove an organizer from a document
| IMPORTANT There is one requirement when you want to remove an organizer from a signed document, and that is that there must still be at least one participant left on the owner's side. |
- Go to Documents > Open a signed document.
- Go to the Participant list > Edit a colleague > Remove participant > Remove.
| NOTE Adding an organizer is strictly an internal function, meaning the organizer's name will be visible exclusively to colleagues, while counterparties will see just the company name. |
Bulk actions
You can use bulk actions to add or remove organizers across multiple documents at once.
PERMISSIONS
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- Go to the Document list > Select the documents you want to include by ticking the checkboxes
- Click the Manage organizer icon > Choose to Add or Remove organizer > Select a colleague > Click Add or Remove to confirm.
If a user is already part of the document with a different role, the action will fail, and an error message will explain the reason.
| INFORMATION Users will not receive email notifications when they are added as organizers to multiple documents at once. To find these documents, they can filter the document list by their name. |
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