Understanding signer, reviewer, and in-person signer roles

In BoldSign, the document signing process involves three primary roles: signer, reviewer, and in-person signer. Each role comes with clear responsibilities to ensure that document is prepared, reviewed, and signed accurately and efficiently, contributing to a seamless workflow and enhancing the overall signing experience.

Who is a signer?

A signer in BoldSign is an individual who receives a document via the BoldSign platform with a request to sign it. Their responsibility is to provide their signature as required by the document workflow. Signers do not need to have a BoldSign account to complete the signing process. To formally execute the agreement, signers must fulfil all specified actions and fields as specified in the document.

Responsibilities of a signer

As a signer, your primary responsibilities include:

• Reviewing the document sent to you.
• Filling in any required form fields.
• Placing your electronic signature in the designated place.
• Submitting the completed document.

Who is a reviewer?

A reviewer is an individual responsible for examining and approving the document before it is forwarded to the signers. While they do not sign the document themselves, reviewers ensure the document’s accuracy and quality, serving as an essential checkpoint in the workflow. They are often placed first in the signing order, emphasizing their role in maintaining the document’s integrity before it is signed.

Responsibilities of a reviewer

As a reviewer, your primary responsibilities include:

• Reviewing the document for accuracy.
• Providing comments or feedback if necessary.
• Approving the document before it is sent to the signers.

Who is an in-person signer role?

The in-person signer role in BoldSign allows you to have a document signed in person by a company representative or another designated host. This feature is particularly useful when a physical signing session is required. The signing session can be easily hosted by anyone on a tablet or other device, making the process simple and efficient.

Responsibilities of a host in In-person signer session

As a host, your primary responsibilities include:

• Hosting and facilitating the signing process on either your tablet or any other available device.

• Verifying the signer in the signing session.

For more details on how in-person signer works, refer to this article: How to add a recipient as an in-person signer?

To streamline the document signing process, it is important to clearly define the roles in the document as either signer, reviewer, or in-person signer according to your document workflow.