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keystonel16431227
Participant
January 15, 2019
Answered

Sometimes No Participant 2

  • January 15, 2019
  • 2 replies
  • 782 views

Hello,

I have a template for (a) client(s) to sign, with the attorney here as the last signer.  I have added the signature box above "Client 1 Signature" using the "Participant 1" setting.  I have done the same for Client 2 using Participant 2 -- and the attorney signature box using Participant 3.

Sometimes, there is no Client 2.  Is there any other way to make Participant 2 optional besides for leaving that signature box out entirely and adding it just before sending/during the Prefill stage?

It would save us a lot of time.

--Shiloh

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Correct answer ScottCarter

Greetings!

If you have an enterprise level of service, then you can enable template defined field assignment in the Workflow Designer, and the workflow template will properly relate the fields and the recipients.

If you are not using the enterprise level of service, the recommended solution would be to have two versions of the form, one with two recipients, and the other with three.

2 replies

ScottCarterCorrect answer
Participating Frequently
January 15, 2019

Greetings!

If you have an enterprise level of service, then you can enable template defined field assignment in the Workflow Designer, and the workflow template will properly relate the fields and the recipients.

If you are not using the enterprise level of service, the recommended solution would be to have two versions of the form, one with two recipients, and the other with three.

keystonel16431227
Participant
January 15, 2019

Hello, Scott,

The two-version method seems like a great alternative.

Thanks,

Shiloh