Sign-off templates allow your organisation to automatically designate individual sections of the questionnaire to a staff user to provide their sign off. Sign off templates can be assigned to vendors during the invite process, when unlocking a vendor and/or when updating a vendor's panel memberships.
Tip: To learn more about applying a sign-off template to a vendor during the invite or unlock process you can read our guides; How to invite a vendor and How to unlock a vendor.
To apply a sign-off template to a vendor:
Note: If a vendor is yet to submit their application, sign-off assignments will be created based on the applied template at the time of submission. If the vendor has already submitted their application any missing sign-offs for new sections (e.g. A new panel) will be assigned automatically overnight based on the new template selected.