How To: Add Signers

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Adding 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 the first signer to a Workflow.

Instructions on how to navigate to the Signer Editor →

For Adding the First Signer to a Workflow

  1. When in the Signer Editor with no current signers, there will be a prompt in the center of the screen asking "Does anyone need to sign your PDF Document?". Find and click the green "Yes, add Signers" button.

Add New Signer Entry Button

  1. To add a signer you will need to provide the signers name and email address. Signer information can come from fields 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.

    Add A Signer Mode

    The first field to map is the name field. 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 signer's name.

    The second field is to map the email field. To get the email fifeld 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 signer's email".

  2. Click the "Save" button.

For Workflows that already at least one Signer

Read How To: Add Multiple Signers →

Note

Now that you've added a signer, you must select which fields on a PDF should be marked with the new signer's signature! If this is your first time setting this up, be sure to read How To: Mark Fields to be Signed →

How To: Add Multiple 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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