Claimable Form Roles

If the Claimable feature is assigned to a form role, individuals who have admin portal access and permission will be able to claim a form role in a workflow.

This is how to claim a signatory role:

Once logged into the Admin Portal, select the Responses tab in the left-hand sidebar.

Click on the appropriate Investor response. Select the three-dots Options button and click on the Claim button to claim the signatory role.

The email address in that form role will be updated to your email address and you may review and sign the workflow.

Un-Claiming a Workflow

If you no longer want to have claimed a response and want to make it available for another user to claim, click on the options button again and click Un-Claim.

This will set the form role back to the default email and another user with permission can claim it.