If all individuals are signing the invitation as representatives of a company, we recommend selecting the option "Organization" from the "Set all signers to represent" section. When this setting is enabled, each signer will be asked to provide the organization they represent during the signing phase of the invitation. The signer selects the organization they represent from a menu during the signing phase, and this name is added as part of the signature annotation.
If you want to use this setting for only certain signers, you can select the role of the specific signer separately from the "Signer represents" section and set the setting to apply only to that person.
If the signer is a user with a Netvisor Sign account of the organization they represent, they will be able to select the organization that they are representing directly from the menu during the signature phase. When the representative organization is selected directly from the menu, the signed document is stored in the representative organization's archive and is not stored in the signer's personal archive.
If the signer selects the Other organization option, the document will be sent by email via a download link.
You can find more information about the download link from our articleHow can I download a signed document via a download link?
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.