Signature Forwarding is a core component of Signicat Business Signature. It allows end-users to forward a signing order to someone else. This feature can be useful in many B2B contexts, where the person who receives a signing order is not always the one who has the relevant signing rights. In order to enable Signature Forwarding, you have to be a user of Business Signature. If you are interested in utilizing Signicat Business Signature with Signature Forwarding, contact our sales team and they will guide you through the process.
If Signature Forwarding is enabled, the user who receives the signing order will be able to choose between three options:
- Just me
This option means that the person who receives the signing order will sign it as in a regular sign flow, i.e. no forwarding will be performed.
- Someone else
In this case, the person who receives the signing order decides to reject it and pass it on to one or more people, who will then be able to sign the document(s) (or forward the signing order to someone else).
- Me and someone else
This represents a situation where the person who receives the signing order will sign the document(s) but will then pass on the signing order so that other people can sign as well.
The first option (Just me) is the default option available for other kinds of signing. The other two are explained below.
If the person who has received the signing order is not the one who is meant to sign it, they can choose to pass it on to someone else. They will be prompted to enter the forwardee’s contact details (name, email, and phone number) along with a brief message. After this, they will be able to forward the signing order to the other person.
Me and someone else
In this case, the user will be prompted to sign first. After signing, they will be asked to provide information about the other person who has to sign the document and forward it.
In order to enable Signature Forwarding, send a request to the Signicat support team. When Signature Forwarding is enabled, you will be able to use one of two configurations every time you send a signing order: one which allows the end-user to forward the signing order, and one which does not. Which configuration you want to use must be specified by adding a configuration sub-element to the task data type, within the request element of the createRequest endpoint in the DocumentService SOAP request. In the configuration sub-element, enter the name of the configuration that you want to use.
<create-request-request> <!--more content goes here --> <request> <!--more content goes here --> <task id="task-1"> <!--more content goes here --> <configuration>forwarding</configuration> </task> <!--more content goes here --> </request> </create-request-request>