signer3 able to sign/edit signer2 data

Forum|Forum|11 years ago
November 20, 2014
1 reply
642 views

We have a template which is populated from UW_opportunity(custom Object).Signers getting its email from this object.

we have 3 signer.

Singer1

Singer2

Singer3

If signer2's email id is absent,than singer3 acting as signer2 and able to sign and edit signer2 data from the agreement which is incorrect.

Our need is If signer2 is absent,than its value from the agreement should be readonly or hidden and signer3 able to sign his data only.

IS there any work around to fix this?

This topic has been closed for replies.

Correct answer SimonATS

that's the expected behaviour. Signersr are relative.

So if your second signer is no longer there, the third signer becomes the second signer and thus is assigned all signer2 fields and signer3 fields are ignored as there is no 3rd signer.

The best way to deal with this is to use different document templates, one for a 2 signer workflow the other for a 3 signer workflow.

S

SimonATS

Correct answer

Community Manager

that's the expected behaviour. Signersr are relative.

So if your second signer is no longer there, the third signer becomes the second signer and thus is assigned all signer2 fields and signer3 fields are ignored as there is no 3rd signer.

The best way to deal with this is to use different document templates, one for a 2 signer workflow the other for a 3 signer workflow.

M

MaqsoodAlamAuthor

Participant

Thanks SimonATS.

Thats how i implemented it.

I created two Agreement template with two different attachment-

One for 2 signer and other for 3 signer.

Written the logic to which template to call on button click (send to ES).

Its working as per my requirement.

Regards,

Maqsood Alam

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