Assign a counter signer for e-signature documents

Permissions: User who can manage employee documents and signature requests

Product tier: Available for Greenhouse Onboarding subscription tier

You can assign a counter signer in your organization for e-signature document requests sent to your new hires. Users with permission to manage signature requests can also reassign the counter signer for existing e-signature requests to a different employee.

Assign counter signer on new e-signature request

Navigate to the employee's profile from your Greenhouse Onboarding homepage.

From the employee's profile, click the Documents tab.

Screenshot of the documents tab.

Select Request Signature.

Screenshot of the request signature button.

Select the Document(s) from the dropdown, then select the Counter Signer for each document.

Screenshot of the request signature popup box.

Note: Hover over the file name and click Remove to delete the document(s).
Screenshot-of-the-remove-button.png

Click Request Signatures when done.

Screenshot-of-the-request-signatures-button.png

Reassign counter signer on an existing e-signature request

Navigate to the employee's profile from your Greenhouse Onboarding homepage.

From the employee's profile, click the Documents tab.

Screenshot of the documents tab.

Next, click the ellipses next to any counter signature document that's not in a Completed status. Then, select Edit Counter Signer from the dropdown.

Screenshot of the edit counter signer button.

Select an employee from the dropdown and click Update Counter Signer when done.

Note: Any employee can be the counter signer except for the new hire since they can't be both the signer and counter signer on the same document. 

Screenshot of the update counter signer button.

The updated employee is visible in the Counter Signer column.

Screenshot of the counter signer column.

View assigned counter signers in the E-Signature report

You can review all assigned counter signers for your e-signature documents at any time with the E-Signature report.

Navigate to Reports, then select View E-Signature report.

Screenshot-of-view-esignature-report-button.png

Check the report's Counter Signer column to see the assigned counter signer for each of your e-signature documents.

Screenshot-of-esignatures-counter-signer-column.png

You can also use the report's Counter Signer filter to quickly locate e-signature documents assigned to a specific counter signer.

Screenshot-of-counter-signer-filter.png