Adding and Assigning Additional e-Signature Fields to a Form
I designed a pdf form that my employer uses to collect the signature of an employee who is to receive a company credit card signifying they agree to comply with the credit card policy.
It requires e-signature by themselves, their line manager and the Head of Finance.
The form in its unsent/ template state has the 3 e-signature fields that are assigned to each signer.
I usually just open the form, add the recipients via the ‘Request e-signatures’ option and send it on.
We have used it for 3 years, but recently, an employee who signed the form commented that, although we have date specified on the form, there is nowhere to input it without printing and hand dating it, which defeats the object of the exercise.
I have added a date field underneath each of the 3 e-signature fields and formatted them accordingly.
When I open the Request e-signatures option, all 3 date fields are assigned to the first signee
How can I now assign each of the new date fields to each recipient?
Online documentation seems to be pretty vague to me and rather unhelpful.
Do I have to wait until I need to send the form out again, change the recipient in the Line Manager and Head of Finance date fields and then save once its been sent so that it assigns them for future use or is there a way to do it without sending it for e-signature first?
Apologies if that sounds vague.
Thanks in advance for any suggestions.
