How to add multiple signers to a document
You can add multiple signers, approvers and witnesses.
Go to the PDF editing page. Drag and drop any Signer fields onto the document for the first signer, then any Signer fields for the second signer.
When the field settings pop up, the top-most dropdown lets you reassign the field to other signers, approvers or witnesses.
When you save the form the field colour will change. Different signers will have different border colours, approvers will have a dashed border, while witnesses have a dotted border.
This video shows a document is set up for three signers. Notice how signer experience options appear in the lower-left corner for each signer.
E-Signature and approval workflows can be complex and Legalesign handles these situations. You can have form fields, different handling for form fields, different types of approvers, options for approvers to send onto other approvers, unknown second or third signers, or first signers... and more. Contact support for assistance on setting up your workflow.
If you know you're going to add an approver when sending out a document, you can add that approver later, but if you know they will need form fields, you need to specify them on the PDF.
There are two types of approvers for various situations, contact us for advice on complex workflows.
You can add up to fifteen signers, approvers and witnesses within any one document (if you need more contact us).
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