Sign Builder: Ability to disable signers

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    Creative_sync
    Asked on December 16, 2024 at 9:28 PM
    Thanks! I have a follow up!

    Is there a way to send a contract and disable additional signees in the template? Here's an example of what I mean:
  • Profile Image
    Jeric JotForm Support
    Replied on December 16, 2024 at 9:44 PM

    Hi Creative_sync,

    If there are multiple signers/roles, it means there are fields that are assigned to them. You can follow the steps below to delete them:

    1. In Sign Builder, click on any of the fields.
    2. Finally, hover to the signer/role and click on the trash can icon as shown below:

    Sign Builder: Ability to disable signers Image 1 Screenshot 20
    Give it a try and let us know how it goes.

  • Profile Image
    Creative_sync
    Replied on December 16, 2024 at 10:26 PM

    Thanks however, I don't want to delete them from the template, I just want to disable the fields. Right now if I go to "Send To Sign" I can't send it unless all signers fields have an email and name associated with it.

    For example, if the form has a max of 6 signee fields and we only need two, I can't send it out to sign unless the other 4 are filled out. How do I disable them so I can send? NOT delete them out of the template.

  • Profile Image
    Jeric JotForm Support
    Replied on December 16, 2024 at 10:36 PM

    Hi Creative_sync,

    Unfortunately, it's not possible to disable signers when sending to be signed. While the feature you’re looking for isn’t currently available at Jotform right now, we've gone ahead and escalated your request to our Developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Let us know if there’s anything else we can do for you.

  • Profile Image
    Creative_sync
    Replied on December 17, 2024 at 12:35 AM
    Ok thank you!
    Also how do I update the name of the document sent from a template form
    before I send it?

    ...
  • Profile Image
    JosephD_translator
    Replied on December 17, 2024 at 8:24 AM

    Hi Creative_sync,

    To avoid confusion I moved your question to another thread. You can check out our reply here.

    Let us know if you need any other help.