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Participant
February 27, 2020
Question

How to create a document that requires recipient signature, followed by sender signature

  • February 27, 2020
  • 1 reply
  • 387 views

Hi folks, 

First time poster, thanks in advance for your help. I'm creating a patient agreement that will be emailed and sent to patients requiring their completion and signature, then returned to our office for my siganture. What tools and formatting should I use to ensure the patient signs their portion, DOESNT sign my signature line by mistake, and allows me to sign upon receipt of their completed form?

Many thanks!

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1 reply

Allta Media
Community Expert
Community Expert
February 27, 2020

I would create a template to do this. You can designate the patient's role as signer1 and your role signer2. So, when the patient sees the form, they will only be prompted to fill out their designated fields.