How To: Add Multiple Signers

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Adding Multiple Signers to a workflow using the Signer Editor.

Summary

In the Signer Editor you can designate which signer will sign which document, where the signatures will be inserted as well as assign a signing order. In this post, we will look at how to add multiple signers to a Workflow.

Instructions on how to navigate to the Signer Editor →

Adding Additional Signers to a Workflow

  1. Locate the "Add Another Signer" button on the right side column of the Signer Editor and click it.

    Add Another Signer
  2. To add a signer you need to provide the signer's name and email address. The signer's information can come from fields already on the Web Form or you can manually add the name and email of the person you want to request a signature from. The email provided will be used for notification purposes during the signing process.

    To get the name field value from a Web Form, toggle the "Value From Form" option and select the appropriate form field from the Web Form. If using a literal value, toggle the "Literal Value" option and type in the signers name.

    To get the email field value from the Web Form, toggle the button "Value From Form" option and select the appropriate form field from the Web Form. If using a literal value, simliar to the name field above, toggle the "Literal Value" option and type in the signers email.
    Add A Signer Mode

  3. Click the "Save" Button at the bottom left of the modal.
  4. Repeat this process to add as many signers as needed in the Workflow.

How To: Add Signers →
How To: Change the Signature Type on a Signature Field →
How To: Delete Signers →
How To: Disconnect Signers from Individual Fields →
How To: Mark Fields to be Signed →

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