This lets you designate who should sign a document in Workstream.
From Team View, you can edit a document, choose the signers in the Add signers step under Company signer, 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, select Next to continue to Customize fields, then update the fields to match the new signer setup.
In Team View, go to Team Management › Documents.
Find the document you want to edit, select the three-dot menu •••, then choose Edit.
In the Add signers step, under Company signer, choose the specific people you want to assign. The list includes both company roles and named staff.
Select Next.
In Customize fields, update the fields on the document to reflect the correct signers (both team member and company).
Save the template.
📌 If a company signer doesn't have access to the document's locations, you'll see: "The following company signer(s) do not have access to the selected document locations: [names]. Update the signers or document locations before saving."