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Claimable Form Roles

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

To set a form role as claimable:

  • Select the down arrow next to Settings, and then check the Claimable checkbox. 
Screenshot of signatory settings

  • Once logged into the the admin portal, click the Claim button to assign that form role to that specific individual.
  • The email address in that form role will be updated to the email address of that individual. 
Screenshot of flag icon
  • Once the correct signatory is chosen, the individual can select Confirm.
Screenshot of confirmation popup window
  •  At that point, the signatory can sign the form in the platform.
Note: Once the form role is claimed, the form_response is no longer claimable.