Assign or reassign the counter signer for e-signature documents

Permissions: User who can manage employee documents and signature requests

Product tier: Available for Greenhouse Onboarding subscription tier

When an e-signature document is assigned to an employee that requires a counter signature, users with permission to manage signature requests can reassign the counter signer to a different employee. A counter signer can also be assigned when sending a new e-signature request to an employee.

Assign counter signer on new e-signature request

To begin, 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.