What are my responsibilities as a Custodian?
Custodians manage the signing process for documents. Your responsibilities are:
In preparing your ePak for signatures,
- Uploading documents and creating ePaks.
- Creating and managing Workflows or Quick Workflows.
- Assigning Signatories/Reviewers to ePaks.
- Designating where a signer will place their signature on a document.
- Ensuring all requested signatures are applied to an ePak.
- Addressing reasons or any comment supplied by signatories that reject an ePak, making any necessary changes and re-sending an updated ePak.
- If Long Term Storage (LTS) is not enabled on your instance – Downloading the ePak document(s) after all signatures have been applied and storing them in the appropriate corporate repository for long term retention (if not done within a set period of time, it will automatically delete the ePak after the retention period is over). If long term storage is enabled, the completed ePak will be stored indefinitely.