Rest assured on holiday: Empower your colleague in ValidSign

[Et_pb_section bb_built = “1”] [Et_pb_row] [Et_pb_column type = “4_4”] [Et_pb_text] How recognizable: You are almost on holiday but there is still something to be done at work before you leave. So also the documents to be signed in ValidSign. Documents are still pending, the customer still has to sign or new transactions have to be created. Also during your holiday. How will you fix this? No worries, because with ValidSign’s permission function you can authorize your colleague (s) so that they can manage your transactions. They can create new transactions, archive rounded transactions, and send reminders to people who still need to sign, all from your account. You can transfer your transactions to your (close) colleague with peace of mind. For this you only need to add that user under “permission Access”. You can find this function 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, when accessing permission, find the right person. Then select it and press save. This will empower your colleague to manage your transactions. Do you want to stop your colleague’s permission again? Then you go back to access permission, select the appropriate user and delete it. then click Save. This prevents the user from accessing your account. Authorized user if you are authorized by your colleague, you can see it through 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 upcoming screen, select your colleague and then choose Start Manage. Then, all transactions will be shown in the account in question. Do you want to turn this feature off again and back to your own transactions? Click the Permission button again and choose “Stop Manage”. Enable or postpone permission (at the top right of your dashboard) in no time, your colleague is authorized or you can manage the transactions of your colleague, so that you (or your colleague) can go on holiday carefree. ValidSign wishes you a pleasant summer! Do you have questions? Please contact us via support@validsign.nl. [/et_pb_text] [/et_pb_column] [/et_pb_row] [/et_pb_section]

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