Issues with two signatures on form - need one from sender, one from signee.

[karladaune]

We have a form that we created that requires competion by a client, as well as a signature by both the client and the employee who is sending the form to the client.  I cannot make it work.

• If the employee signs the form first, and then chooses the 'Request Signatures' feature, it turns all of the fields in to read only (the form is NOT set up with them to be read only.)

• If we send to the client first, there doesnt seem to be a way for us to digitally sign it.

What am I doing wrong?  

[One each Scott]

Greetings!

What you are describing sounds like you are not assigning the fields to the various recipients.

The process is a little different if you are using a template, as there aren't recipients defined on a template, only potential participants.

In this case, the various recipients are listed as Participant 1-N, and will be assigned to the explicit recipients when the templated is sent.

Regarding templates, keep in mind that Participant 1 is the first recipient listed on your Send page.  Participant 2 is the second.  So assign your fields based on how you want your signature flow to work.

Given your described workflow, the customer would be Participant 1 and your internal counter signer would be Participant 2

Assign all of the fields the customer must fill in as Participant 1 fields (including the signature field).

Then assign your counter signer (participant 2) their signature field (and any other fields they might need to fill in).

Hope that helps, but if it's still unclear, let me know!

-Scott