Is it possible to have a reviewer role in template?

In BoldSign, it is possible to assign a Reviewer role in templates. This role is designed for individuals who need to review and approve the document, either before or after the signer. Unlike signers, reviewers do not sign the document but are required to review and approve it, ensuring that all necessary actions are completed in the signing process.

Creating a template with a reviewer role

• Start by either creating a new template or editing an existing one. To create a new template, click Create New and select the Create New Template option.
• You will be taken to the Prepare Template page.
• Enter the template title and description in the respective fields. Then, add the files in the Add File(s) column and specify the roles in the Add Role(s) column.

• In the Add Role(s) section, specify the role for the signer.
• To include the Reviewer role, click the Add Role button, enter the role name, and specify Reviewer from the Assign Role dropdown field.

• Fill in any other necessary fields and click the Next button to proceed to the Configure Fields page.
• On the Configure Fields page, add the required form fields for the signer role onto the document.
• After adding the required form fields to the document, click Save Template.