How to have multiple signers on the form?

I'm having a hard time figuring out how to format a workflow/form so that the form can be sent to various people for signature, and that it can then be downloadable with all of the signatures present on the final PDF.

Hi Jules,

Thanks for reaching out to Jotform Support. Instead of adding the signature fields on the form. I suggest that you create a Sign Document instead, as it allows you to send the form to multiple signers at the same time. This would also give them a copy of the form with all signatures attached on it. After the users completed the form or before they answer the form, you can then send a copy of the signed document to them for them to complete. It’s easy to create a sign document with Jotform Sign. Let me show you how:

1. On your My Sign Documents page, and click on Create Sign Document on the left side of the page.
2. Click on Upload Document to upload your own document from your device.
3. Drag and drop your document into the Upload box, or click on Upload Document to select it.
4. Once you add your document, click on the Create Signable Document button.

After you create your document, you’ll see an option asking whether to detect fields automatically. To detect fields automatically:

1. Click the Detect Fields button in the option that appears below the green navigation bar.
2. After it matches the suitable elements with the spaces, click on Keep All.
3. If you want to delete a field, just click on it and then click the Trash Can icon below it.

Or you can manually match your fields:

1. Click on the Dismiss button in the option that appears below the green navigation bar.
2. In the Document Elements menu on the left, drag and drop the elements to your document.

After it, you can then assigned the fields to each signer. Assigning fields in your Sign Document is easy. Let me show you how:

1. In Sign Builder, select the element and click on the Signator icon.
2. In the window that opens, click on the Pencil icon to enter the name of the person you want to assign, or click on the Trash Can icon to delete the role.

That’s it. We also have a guide to help you learn How to Use Jotform Sign. That's it and you're done. Doing this allows you to manage the signed document efficiently compared to monitoring it on the actual form. 

Give it a try and let us know if you need any help.

Hi Ronald,

In my case that doesn't really work because I need the ability to include a product list with photos in my form, which seemed to only be an option in the Form Builder, not in the Sign Document Builder.

Hi Jules,

Yes can use a combination of Get Form Page URL widget and various Edit Link along with conditions to succession in signing the form. Let me show you how to set that up:

1. In Form Builder, select the second and third signature field and click the Gear Icon.

2. Under the Advanced Tab, toggle on the Hide Field Option.

3. Click on the Add Form Element menu on the left side of the page.

4. Under the Widgets tab, scroll down the list and choose the Get Page Form URL widget.

5. In the orange navigation bar at the top of the screen, click on Settings.

6. Click on Conditions on the left side of the screen and add a Show and Hide Field Condition

7. Add a condition to only show the other signature field if it's being edited.

Next part is to create an Autoresponder Email so the other signer are notified and will receive the form they need to signed to. Let me walk you through it:

1. In the orange navigation bar at the top of the screen, click on Settings.

2. Click on Emails on the left side of the screen and add a new Autoresponder Email.

3. Under Email Tab, add the {edit_link} code in the email body.

4. Under the Recipients Tab, set the Recipient email to the Second email field.

5. Click Save and you're done.

By doing this, the autoresponder email will be sent to the second signer once the form has been submitted. Only they will have access to the edit link to sign the hidden field. You can then follow the same procedure for the third signature field. However, the difference for the third is that the edit link must have a different URL, which you can set. See the sample below:

https://www.jotform.com/edit/{ID}?KEYWORD

Give it a try and let us know if you have any other questions.

Hey Ronald, thanks this is so so helpful! My last question is about the having a different URL for the edit link. I'm not sure I understand how to implement that.

Hi Jules,

On the first Autoresponder email, the link can be simply as

{edit_link}

See the screenshot below:

However, for succeeding emails the links and conditions needs to be different, hence you would need to add another query on the link. In this case, you can add any keyword.

https://www.jotform.com/edit/{ID}?KEYWORD

See the screencast below:

While the new conditions would be based on the keyword. See the screenshot below:

You can also check this thread that is closely related to your question for further guide.

Reach out again if there’s anything else we can do for you.

I'm getting this error message when testing this out.

Hi Jules,

You can disable Jotform Sign, so the submission can be edited. It's really easy to do. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
2. Click on Jotform Sign on the left side of the screen.
3. Now, toggle Off the Jotform Sign feature. That's it.

Give it a try and reach out again if you have any other questions.