Below is a recording of our ZenSign and 30.0 release webinar hosted by VP of Customer Success, Emily Ruth and Senior Director of Strategic Accounts, Binyamin Wood-Isenberg.
Q: What permission does the author need to update the review date? Outside of Super Users, users will need the permissions 'Can Edit Any Document in this Category' & 'Can See All Documents (Read Only Access)’.
Q: Can Zensign be accessed and used by individuals who do not have a ZenQMS account? You will be able to send out signatures to external users, meaning those that are not ZenQMS users. They will only see what you have asked them to sign.
Q: Does the 'manual override' option require a comment for changing the date, or is it only captured as an event in the audit trail? It doesn’t require a comment. It’s captured as an event in the audit trail.
Q: Can you cancel an 'Ad Hoc' external signature without cancelling the entire workflow? At this time, to cancel a signature, you would need to cancel a workflow.
Q: Is there a place to record reasons for category changes or view history of changes? You would be able to see the changes made to the category in the Audit Trail (Settings > Audit Trail). You could create a change control to track these changes.
Q: Can the external signatory save/download a copy of what they signed or do they always have to access it through the email link? They can download the item to PDF.
Q: Can we define the 'Reason' when setting up the workflow approval or is there a dropdown to pick from? Yes, you will define the reason when you configure the step.
Q: Does the Review Date currently update for Minor up versions? Currently, the review date doesn’t update for the minor upversions. With this upcoming release, you will be able to choose whether the review date is updated or not at each document level.
Q: When would you use the manual override, or what is a good example of when that is needed? One good example would be if you’re approving a number of documents in a very short period, you might want to stagger the next review dates for them so that you’re not doing too many reviews in the short period of time.
Q: What is the functionality of the 'Draft Review' column in the Documents Full table? We can already filter by state = Draft Review. You can see which reviewers are pending under that column.
Q: Are external signers able to delegate to others for signature? These signatures cannot be delegated by the signatory as they go directly to that user’s email address.
Q: Is using this ZenSign feature a paid-on service per external user being used? ZenSign is an additional cost. If you are interested in learning more about pricing please reach out to our helpdesk and we can happily get you in touch regarding pricing!