new
improved
Documents & Contracts
Documents & Contracts: Staff Selection in Templates
What’s New?
Earlier, while creating a template, Admins could assign signature fields only to:
- Contact
- Sender
- Themselves
If you were serving a business and wanted to assign the business-side signature to a specific staff member, this was not possible.
Now, Admins can access and assign signature fields to the entire staff list directly within templates.
You can select any team member from the staff list while configuring “To be signed by”.
How to Use?
- Go to Templates and create or edit a template.
- Add a Signature or any other fillable field.
- In the right-side Properties panel, click on “To be signed by”.
- You will now see the complete staff list.
- Select the required team member and save the template.
The selected staff member will be assigned the signature role when the document is used.
Why We Built This?
- To support agencies serving multiple businesses.
- To allow assigning business-side signatories to the correct staff member.
- To remove dependency on only “Sender” or “Contact”.
- To make document workflows more flexible and scalable for teams.
This update gives Admins better control and improves multi-user document handling