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I
indiffer3nce
Participant
November 12, 2014
Answered

Is there a way to send a previously Echosigned PDF back through Echosign?

  • November 12, 2014
  • 1 reply
  • 1446 views

We are trying to do this for a second round of signatures but it is essentially wiping out the first round of signatures when we upload it in.

This topic has been closed for replies.
Correct answer SimonATS

yes you can use a previously signed pdf copy as a starting document and no you can't use this to obtain multiple signatures.

When creating the Echosign transaction, you want to included all signing parties. Signing happens sequentially. The document is first sent to the first recipient, when they sign it moves to the next until all parties have signed.

1 reply

S
SimonATSCorrect answer
Legend
November 12, 2014

yes you can use a previously signed pdf copy as a starting document and no you can't use this to obtain multiple signatures.

When creating the Echosign transaction, you want to included all signing parties. Signing happens sequentially. The document is first sent to the first recipient, when they sign it moves to the next until all parties have signed.

I
indiffer3nceAuthor
Participant
November 12, 2014

Here is the way the workflow works currently:

1) We send out the document to collect all signatures from trainees (it is a pre-tagged word document).

2) All trainees sign the document and send back to us for verification.

3) We then download and open the pdf in Acrobat and remove the Hidden text (e.g. the prior tags)

4) Then we can send it back out to collect the trainer's signature

We unfortunately, due to compliance reasons, can not collect the trainer's signature until all trainee signatures have been verified, which is to say that after the 100 or so trainees sign it, only THEN can the trainer sign it. 

I was just wondering if there was a sequential 2 stage process with the same PDF that wouldnt require downloading, scrubbing and sending back out.

S
SimonATS
Legend
November 12, 2014

a few questions

Are you currently using Echosign for this or some other method?

If Echosign , do you mean you use Echosign tags in your word document (to create form and signature fields etc)

I assume you are sending separate agreements to each of the 100 or trainees (instead of sending a single document to be signed a 100 times)

is the trainer the same person in all agreements?

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