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A
Anonymous
January 23, 2014
Answered

Does EchoSign have a solution for forms that require more than 1 signature?

  • January 23, 2014
  • 1 reply
  • 3589 views

We have a form that requires the employee to sign and the supervisor.  The employee and the supervisor are often at 2 different locations.  We want to use formscentral for the form.  We would like the form to go to the supervisor for their signature before it comes to our department.  Does echosign have a solution for form and signature process flow?

This topic has been closed for replies.
Correct answer Jat ATS

If you are sending a document to be signed by multiple signers you will want to define the Role for the various fields. The Role is who is allowed  to interact with that field. By default the signers will sign in the order that their email addresses were entered into the To: field. It is important to keep this workflow in mind when setting up the signature fields.

When a signature field is placed you can set the Role for that field (who can click to sign). Right click on the signature field for the 1st signer and select edit. This will open a window where you can define the options for that field. Select the 1st signers email address in the drop down list for the Role: field.

Repeat this step to associate all the other signature fields for the other signers.

Please watch this short tutorial video to see how to author a multi-signer document:

https://www.echosign.adobe.com/en/misc/echosign-how-to-series-sending-to-multiple-signers.html

1 reply

J
Adobe Employee
Jat ATSCorrect answer
Adobe Employee
January 23, 2014

If you are sending a document to be signed by multiple signers you will want to define the Role for the various fields. The Role is who is allowed  to interact with that field. By default the signers will sign in the order that their email addresses were entered into the To: field. It is important to keep this workflow in mind when setting up the signature fields.

When a signature field is placed you can set the Role for that field (who can click to sign). Right click on the signature field for the 1st signer and select edit. This will open a window where you can define the options for that field. Select the 1st signers email address in the drop down list for the Role: field.

Repeat this step to associate all the other signature fields for the other signers.

Please watch this short tutorial video to see how to author a multi-signer document:

https://www.echosign.adobe.com/en/misc/echosign-how-to-series-sending-to-multiple-signers.html

A
Anonymous
January 23, 2014

Thanks for the response.

Just wanted to clarify, we aren't sending the form.  We are creating the form in FormsCentral and hosting the form so that an employee can get to the form in the event of a car accident.  They need to fill the form out and we don't know in advance what their email address is or the supervisor's.  Once the employee fills out the form it needs to be forwarded somehow to their supervisor, and then on to us.

Any suggestions for that?

Thanks!

Message was edited by: SimonATS deleted email thread.

S
SimonATS
Legend
January 23, 2014

Echosign is not integrated with Form Central. if you'd like to use your form with EchoSign, you'll need to export to a regular PDF, which then can be used in an EchoSign transaction. So you basically use Form Central to create and edit the form, but not to host it.

You can also use Echosign to design forms.

However the main sticking point is that you do not know the email address of a signer in advance. With EchOSign you can create a Widget, (ie a hosted echoSign form) but this only allows for a single signer and you require 2 signers (employee and supervisor)

Now Echosign can still be used, but this will require some custom development work using the EchoSign API.

In short you'll need a hosted form still (be it a web form or PDF form) which can submit data to a webserver.

When submitting data the form will contact the echosign API, which will merge the form data into an Agreement which can be send to 2 or more signers.

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