Adding Multiple Signers to a Form
When sending a form, the final step is to add one or more signers. These signers will receive the form after it’s been filled out and will be able to sign the completed document.
1. Why Add Multiple Signers?
A form is typically sent to a respondent, who fills it out. After submission, the document can be:
Returned to the sender, or
Sent to one or more additional signers before returning to the sender and any copy recipients.
Why this matters:
Multiple Approvals: Some documents require signatures from several parties (e.g., orders, contracts, or consent forms).
Efficiency: Rather than manually sending the completed document to multiple people, you can automate the process by adding all signers upfront.
Respondent insight: The respondent may know who else needs to sign better than the sender does.
Examples:
A parent fills out a school form and needs another guardian to sign.
A customer completes an order form and needs a manager to approve it.
An employee submits a form and wants their supervisor to co-sign.
2. How to Add More Signers
Here’s how to manually add signers to a form before sending it:
Click Send
Go to Forms
Select the Form Template you want to use
Click Next
On the next page, you’ll configure the respondent, signers, and message details.
Click Add Respondent and fill in their information
Click Signer to add one or more signers. A window will open where you can enter their details
3. Review your list of signers — you can edit or remove entries as needed
4. When you're ready, click Send
You’ve now added multiple signers to your form!
3. Allowing the Respondent to Add Signers
If you want respondents to add their own additional signers, you can enable this feature in your form template settings.
Follow these steps:
Click the gear icon to access settings
In the left menu, click Templates
Select Form Signing Templates
Choose the template you want to edit or create a new one
5. Check the box labeled Respondent can add additional signers
This enables a new option for respondents to input additional signers when filling out the form.
This can also be done on the "Send" page when you fill out the recipient's information, like shown here:
4. What It Looks Like for the Recipient
Once the respondent has filled in the form, they’ll see an option to Add additional signers before completing their signature.
Important Notes:
The form will only be finalized once all added signers have completed their signatures.
If a signer’s details are incorrect, you as the sender can correct this in your transaction overview.