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Participant
May 13, 2016
Question

trouble with signing order/assigning boxes

  • May 13, 2016
  • 1 reply
  • 1128 views

We are trying to see if this program will work for us.

I need to send documents to clients for real estate - if they are married both people need to sign, if it is a single person, only one person signs. After that I need to sign. I'm trying to set up the forms so i can fill them in using Adobe Acrobat and then send (either through acrobat or adobe sign).  The problem I'm having is if there is only one signer, it tries to make me the second client. In acrobat, I tried marking my signature boxes as sender with my email address, and putting the test email address as signer 1, but it didn't send to me.

The only option I see is to either:
a) set it up for 2 clients to sign and then for me to sign, and have to change the fields if we only have one client.b) set it up for 1 client and have to add fields if they have a spouse.

I feel like there should be an option to have fields assigned to the sender in such a way that no matter how many clients/signers there are, the sender signs those fields last.

This topic has been closed for replies.

1 reply

Inspiring
May 15, 2016

Hello James,

By default, it is needed to know before hand how many signers are entitled in transaction. If you have entered two email addresses, then one cannot be optional signer. Also, in order to counter sign, you would need to click "Add me" link on top right under Send tab.

Regards,

-Rijul

Participant
February 23, 2017

This doesn't really help with the problem. I have the same issue and cant seem to find a simple solution.