Adding the same person as a signer multiple times

[R Cutts]

We have several agreements that require multiple signatures. In many cases the same person will need to sign at several different stages.

A simple example woule be: A request form may be signed by person A confirming their request, signed by person B approving the request, and then signed again by person A confirming they actioned their own request (this happens often).

When I add the recipients to do this like in the screenshot, it does not behave as I would expect.

I sign the agreement and it is sent to the 2nd recepient.
They sign the agreement. Everything as normal so far.

What happens then, is I get an email saying I need to sign a document but it does not seem to recognise that it is me. When I click the link in the email to sign the document it does not let me use my usual signature but instead it asks me to type my name or draw a new signature, this is a tad annoying but also a bit of an odd UX. Moreover, if I log in to my portal there is nothing in the "waiting for you" section.

I assume this is by design for some reason, so my question is, does anyone know how do I correctly send an agreement to the same person multiple times and it appear in their "waiting for you" section no matter how man times they've signed the agreement before.

[SimonATS · Accepted solution]

Correct this is by design, the second instance of a participant is assigned a slightly different username, and is thus classed as a different user all together.

However you can request support to change this behaviour so the second instance of a participant is treated as the same user, rather than creating a slightly different clone of the first instance.

[R Cutts]

Thanks, that's perfect.

All works how I need it to now.

[Leslie5E0A]

Hello! I know this is an old post, but I would like to know how did you solve this situation? I am having the exact same problem right now. I see SimonATS solved your problem, but they did not specify how to actually solve it. I would like to know so I can do it myself. Thank you! 😄

[SimonESATS]

You need to contact support to change  this setting in your Sign account, you can't do that yourself. Once that has been done, you just send agreements as before, but the setting means the behaviour is different. It will see duplicate emails as the same user.

[Leslie5E0A]

Thank you so much for your response.  So, I myself, as a Developer or Account Administrator can't change this setting? Thank you so much. 😄

[SimonESATS]

indeed you cannot. 🙂

[Leslie5E0A]

Thank you so much for your help. Have a wonderful day!

[Mir Faisal]

Create a support ticket and ask the person to enable MULTI_ACTION.