Skip to main content

How to skip signers on a document/task

Skipping or removing signers so they don't have to sign a document

Rudi Jones avatar
Written by Rudi Jones
Updated over 3 weeks ago

If a document has been configured with skippable signers, you can opt to skip the signer before the signing process begins.

Step 1:
From the resident's task list, select the task/document that you need to skip or remove a signer from.

Step 2:
Click into the review step of the task, and click the skip signer button shown next to the signer's name to be removed on the right. This must be clicked before the signing process begins otherwise their signature will still be requested during the signing process.

Step 3:

Once you click "Skip signer," the signer will be removed or skipped and will not need to sign the document in order for the task to be completed. When you begin the signing process, their signature will not be requested and only the remaining signers will need to sign the document.

Not seeing skip? Your documents may be set up differently. Check out this article instead.

Did this answer your question?