Form needs to pass back and forth between two users multiple times for signature

[d0Ryan]

I have a project agreement form that has specific phases which need to be signed off by two parties in sequence. For example, User A signs section 1 as complete and it routes to User B for confirmation, then it needs to route back to User A so they can sign off once section 2 is complete and on to User B for confirmation, and so on for numerous individual sessions within the same document.

I am not sure if there is a way I create this kind of back and forth chain between two users with conditions on a signature field, or how it might be achieved.

[Ben V]

Hi d0Ryan,

You can route the same documents between two parties by adding them in the sequence of recipients.

When editing and previewing fields, you can also set which field needs to be signed by which recipient.

[d0Ryan · Accepted solution]

This is great.... essentially what I thought I couldn't do and EchoSign initially said wasn't possible.

They later clarified that it is possible and their explanation essentially matches yours, though they did suggest also adding multiple roles to a single user (User A would get role1, role3, role5, etc) in the same kind of sequence.