Cloudy DocGen & Signer Knowledge Base

Document Template Signer

The Document Template Signer defines the individuals or entities required to sign a
document  generated from a template. It allows administrators to pre-configure signers, specify
the signing order, and set up email notifications, ensuring a structured and automated signing
Workflow.

Purpose & Use:

  • Pre-defines who must sign a document, reducing manual setup for each new document.
  • Controls the signing workflow by setting the order and role of each signer.
  • Automates notifications to keep signers informed and ensure timely completion.
  • Ensures compliance and clarity in multi-signer workflows, especially for contracts and approvals.