How recognisable: you are almost going on holiday but everything still needs to be completed at work before you leave. So are the documents to be signed in ValidSign. Documents are still pending, the customer has yet to sign or new transactions have yet to be created. Also during your holiday. How are you going to fix this?
Don’t worry, because ValidSign’s permission feature allows you to empower your colleagues so they can manage your transactions. They can create new transactions, archive completed transactions, and send reminders to people who still need to sign a digital signature, all from your account. You can transfer your transactions to your (close) colleague with peace of mind. To do this, you only need to add that user to “Access to Permission”. This feature can be found under the heading “My Account” at the top right of your dashboard. Below is a step-by-step instruction.
1: At the top right of your dashboard, click your name.
2: You choose My Account.
3: Then, in Access to Authorization, find the right person. Then select it and then pat Save.
This empowers your colleague to manage your transactions. Would you like to stop the permission for your colleague again? Then go back to Permission Access, select the user in question, and delete it. Then click Save. As a result, the user will no longer have access to your account.
If you are authorized by your colleague, you can see that by the additional icon at the top right of your dashboard (see image below). By clicking this permission button, you can access your colleague’s account. In the emerging screen, select your colleague and then choose Manage Start. Then all transactions come into view of the relevant account.
Do you want to turn this feature off again and return to your own transactions? Dat klikt u nogmaals op de machtigingsknop en kiest u voor “Beheren stoppen”.
Defer or delay permission (right at the top of your dashboard)
In no time, your colleague is authorized or can manage your colleague’s transactions so that you (or your colleague) can go on holiday without any worries.
ValidSign wishes you a great summer!
Do you have any questions? Please contact us via firstname.lastname@example.org.