Hi folks,
Wondering if anyone has faced a similar situation. We have a workflow where we would have a counterparty point of contact but this person is not necessarily the signatory. He or she would know who the signatory is and we would like to collect this information from them. We tried the Additional Forms, but here's where we're stuck - it triggers the form to the point of contact as soon as the workflow is initiated (since it sits under the "Create" section), which also means we cannot review the document in the meanwhile. The document becomes available only after this information is keyed in, which is honestly a waste of time. Ideally, we would want to collect this information after Review/Approvals. Is there a way to do this? We thought about trying to collect it during the signature configuration stage (similar to what DocuSign offers), but couldn't figure out how to implement this in Ironclad. Would be great to know if someone has found a solution or has any other ideas for handling this!
Thanks in advance!
