{"id":105233,"date":"2026-10-29T13:46:05","date_gmt":"2026-10-29T12:46:05","guid":{"rendered":"https:\/\/www.viafirma.com\/?post_type=ayuda&#038;p=105233"},"modified":"2026-10-29T13:46:05","modified_gmt":"2026-10-29T12:46:05","slug":"acciones-por-defecto-en-los-firmantes-guardados","status":"publish","type":"ayuda","link":"https:\/\/www.viafirma.com\/es\/documentacion\/acciones-por-defecto-en-los-firmantes-guardados\/","title":{"rendered":"Acciones por defecto en los firmantes guardados"},"content":{"rendered":"<p>En un conjunto de <b>firmantes guardados<\/b> (flujo de firmantes) se puede indicar, para cada firmante, qu\u00e9 tendr\u00e1 que hacer en las solicitudes que se preparen a partir de ese conjunto. As\u00ed no hace falta a\u00f1adir a mano su evidencia cada vez que se env\u00eda una solicitud con los mismos firmantes.<\/p>\n<h3>Config\u00faralo desde el panel<\/h3>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">En el men\u00fa lateral, entra en <\/span><b>Firmantes guardados<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Crea un conjunto nuevo (<\/span><b>Nuevo conjunto de firmantes<\/b><span style=\"font-weight: 400;\">) o abre uno existente.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">En el firmante que quieras configurar, pulsa <\/span><b>M\u00e1s opciones<\/b><span style=\"font-weight: 400;\">. Aparece la secci\u00f3n <\/span><b>Acci\u00f3n por defecto<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Elige <\/span><b>Ninguna<\/b><span style=\"font-weight: 400;\">, <\/span><b>Firma con certificado digital<\/b><span style=\"font-weight: 400;\"> o <\/span><b>Visto bueno<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pulsa <\/span><b>Guardar<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-105234 size-medium\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2026\/10\/anadir_firmante-312x400.png\" alt=\"A\u00f1adir firmante\" width=\"312\" height=\"400\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2026\/10\/anadir_firmante-312x400.png 312w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2026\/10\/anadir_firmante.png 603w\" sizes=\"auto, (max-width: 312px) 100vw, 312px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">En la lista de firmantes del conjunto, cada firmante con acci\u00f3n configurada muestra una etiqueta con ella (\u00abVisto bueno\u00bb o \u00abFirma con certificado digital\u00bb). Si un firmante ya tiene acci\u00f3n, la secci\u00f3n <\/span><b>Acci\u00f3n por defecto<\/b><span style=\"font-weight: 400;\"> se muestra sin necesidad de pulsar <\/span><b>M\u00e1s opciones<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Para quitar la acci\u00f3n a un firmante, selecciona <\/span><b>Ninguna<\/b><span style=\"font-weight: 400;\"> y guarda.<\/span><\/p>\n<h3><b>Qu\u00e9 ocurre al usarlos firmantes guardados en una solicitud desde la web<\/b><\/h3>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Al preparar la solicitud en el redactor, pulsa <\/span><b>Importar firmantes<\/b><span style=\"font-weight: 400;\"> y elige el conjunto.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Los firmantes se a\u00f1aden a la solicitud como hasta ahora.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Para cada firmante con acci\u00f3n por defecto, se a\u00f1ade autom\u00e1ticamente en la <\/span><b>primera p\u00e1gina de cada documento<\/b><span style=\"font-weight: 400;\"> de la solicitud:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">con <\/span><b>Visto bueno<\/b><span style=\"font-weight: 400;\">: una casilla obligatoria vinculada a ese firmante;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">con <\/span><b>Firma con certificado digital<\/b><span style=\"font-weight: 400;\">: una firma con certificado vinculada a ese firmante.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><b>IMPORTANTE:<\/b><span style=\"font-weight: 400;\"> las evidencias se colocan en una posici\u00f3n inicial de la primera p\u00e1gina. Revisa cada documento antes de enviar: puedes mover las evidencias al lugar correcto, cambiarlas o eliminarlas como cualquier otra. Si un documento no necesita la evidencia de un firmante, b\u00f3rrala en ese documento.<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[253,220],"class_list":["post-105233","ayuda","type-ayuda","status-publish","hentry","category-bandeja-de-solicitudes","category-documentacion"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.viafirma.com\/es\/wp-json\/wp\/v2\/ayuda\/105233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.viafirma.com\/es\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/www.viafirma.com\/es\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":2,"href":"https:\/\/www.viafirma.com\/es\/wp-json\/wp\/v2\/ayuda\/105233\/revisions"}],"predecessor-version":[{"id":105236,"href":"https:\/\/www.viafirma.com\/es\/wp-json\/wp\/v2\/ayuda\/105233\/revisions\/105236"}],"wp:attachment":[{"href":"https:\/\/www.viafirma.com\/es\/wp-json\/wp\/v2\/media?parent=105233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.viafirma.com\/es\/wp-json\/wp\/v2\/categories?post=105233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}