Now, you can add multiple signer roles to your document and contract templates in Kraken Business Suite™. Whether you need a buyer, seller, witness, or any custom role, these can be defined in your templates. When you send a document through a Workflow, all roles are automatically filled and routed for signature, eliminating the need for manual entry.
What’s New:
Define up to 6 signer roles per template.
Assign fields like signature or date to each role.
Automatically populate roles when sending through a Workflow.
Override role details at the workflow level if needed.
Why it matters:
This update saves you time by automating the signing process for multi-party agreements. It reduces errors by auto-populating role details, ensuring accuracy. You can stay flexible by adjusting role details per workflow, making one template versatile for different deals. Perfect for complex agreements in real estate, contracting, and services.
How it works:
Create your template and define signer roles with necessary fields.
Ensure at least one element is assigned to “Contact” for Workflow functionality.
Select your template in a Workflow and roles will auto-populate.
Override any role’s details at the workflow level if needed.
Send the document, and each signer will receive it in the defined order.