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.

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.