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Issues with web form marking complete by preparer when a signer is required.

New Here ,
Jun 28, 2022 Jun 28, 2022

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To paint the picture: I have a web form which is lengthy and has several fields. This is so a link to the form can be posted on a group webpage for potential signers from the general public can access it. For this type of document, sometimes the signer delegates filling out the fields to a preparer , or a preparer initiates filling out the document before sending to the signer for sign-off. To add this functionality, I added a checkbox that the signer could check so the appropriate signature fields would becomes visible if the signer is also the person preparing the form or if a preparer is filling out the form, they would leave the checkbox unchecked and then delegate signer responsibilities to the signer. Unfortunately, the form is being marked as "signed and filed" after a preparer fills out the form - without the signer filling it out.

 

To break it down, there are 2 scenarios for completing the form:

  • scenario 1: user 1 is the signer and completes the form
  • scenario 2: user 1 is a preparer who fills in many of the fields, user 2 is the signer and completes the form

There is no way for user 1 to specify that they are a preparer or signer, which is why I created the checkbox. unfortunately there is no way that I can see to force user 1 (preparer) to delegate to a signer if a specific field is missing, since user 1 could possibly be a signer. There is no option for a field to be required to be signed by someone (user 1 or 2) before the document is complete, only required spcifically for user 1 or user 2 (but there is no option for either so if user 1 doesn't sign the field, the document must be delegated to a user 2). Hopefully this issue makes sense. How do I get this form to function correctly?

 

I've also noticed that required fields have not actually been required for the form to mark itself as signed and filed. Also apparently the form automatically added my information and the users had to manually change it. Do web forms just not work?

TOPICS
Adobe Sign forms , How to sign , Manage security and compliance , Web forms

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