This lets you designate who should sign a document in Workstream.
From Team View, you can edit a document, update the signer under the Company Signer section, and adjust the fields to match the new setup. This ensures the right team members or company representatives are assigned and the document workflow stays accurate.
⚠️ If you change who signs the document, you’ll also need to update the fields inside the document to match the new signer setup.
In Team View, go to Documents.
Find the document you want to edit, select the three-dot menu •••, then choose Edit.
In the Who should sign or complete this document? section, under Company Signer, choose the specific user(s) you want to assign.
Select Continue.
Update the fields on the document to reflect the correct signers (both team member and company).
Select Save template.