Create internal documentation detailing best practices around a few common workflows. Also set up templates for the most common
- Collecting multiple signatures for (e.g. Årsmötesprotokoll)
- 2-person signing (e.g. simple contracts)
- 1-person signing (e.g. Jäv)
Things to describe:
- Suggested order of recipients and when recipients can share order
- Adding a viewer last in the order to get a confirmation that everyone has signed
- Special considerations if person sending it out is not signing themselves
- When to send a link to the document rather than having it attached.
- When to select which type of authentication method.
- Any guideline for archiving the document off Scrive