Cloudy DocGen & Signer Knowledge Base

Document Signer

The Document Signer represents the real signers of a live document in Cloudy DocGen & Signer. When a document is generated from a template, signer records are automatically created based on the template signers. This object tracks each signer’s details, signing status, and activity, enabling accurate workflow management and auditability.

Check box Functionality:
The following describes the function of each checkbox on the Document Signer object :

Checkbox Field Purpose
Reminder Sent ? Automatically updates the reminder status to Sent and prevents duplicate emails, ensuring signers are notified without receiving repeated reminders.

Purpose & Use:

  • Tracks each recipient individually for proper workflow and audit purposes.
  • Enables secure access to documents via unique signing links.

SEE ALSO :
___👉Document Template Signer
___👉Signer Creation