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    How to make two people to sign the form?

    Asked by 22pejkhy on August 15, 2016 at 02:24 PM
    How do I make it so that two people can/need to electronically sign the same registration form like on the DocuSign signer page that I have attached?
    signature esignature docusign adobe
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    JotForm Support

    Answered by Kiran on August 15, 2016 at 02:58 PM

    I understand that you want to get the submission signed by two different people. If so, you may have two signature widgets on your form so that you can send the submission to edit the form submission to sign. You may enable the users to edit the submission by sending the Edit link in the email notification or auto-responder. Please refer to the guide below that can help you with enabling the users to edit the submissions later.

    https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    You may also consider using Adobe e-sign widget on your form if you and the other party are only the required persons to sign by activating Signer Flow.

    http://widgets.jotform.com/widget/adobe_dc_esign_services

    Hope this information helps! Let us know if you are referring something different. We will be happy to assist. 

  • Profile Image

    Answered by 22pejkhy on August 15, 2016 at 06:45 PM
    Thanks but I don’t need to signers to edit anything. I need there to be two signers, and both of them are not the sender. There needs to be a signer flow that requires the first signer to sign and then an e-mail that is sent to the second signer, directing them to sign. This is how we do it in Docusign right now.

    The Adobe e-sign widget requires that you purchase their services as well, and it is very confusing on their site as to what services you actually need and then how to create a document that can be used in Jotform. ??

    Thanks,
    Kerry

    Kerry Tuschhoff

    ...
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    JotForm Support

    Answered by EltonCris on August 15, 2016 at 10:49 PM

    I personally tried the adobe e-sign widget and I don't find any way to achieve what you're looking for. It seems the feature in the adobe e-sign is only for both the sender and the user filling the form.

    There's a workaround to achieve this but it might be a little complex.

    Basically, what you need is a form and then 2 autoresponders for each of the recipients to sign the same form. Then create an email condition that says if the first signature field is filled, send the second autoresponder to the next user containing the edit link. (If you don't want them to see the files when editing a form, check this guide https://www.jotform.com/help/389-How-to-Show-or-Hide-Fields-on-Edit-URL)

    Here's how:

    Let's assume that you already have 2 "Smooth Signature Widgets" in your form. I'd recommend using Smooth Signature because this will work with email condition.

    1. In your form, create 2 autoresponders.

    2. In your second autoresponder, insert the edit URL so the 2nd user will be able to sign the form. You can also customize the autoresponder message to your preference.

    Example:

    3. Create an email condition for the 2nd autoresponder e.g. if the first signature field is filled, send the 2nd autoresponder to the recipient you want.

    Example:

    4. If you want to hide the fields on edit URL so the 2nd user will not be able to see the fields filled by the 1st user, follow this guide https://www.jotform.com/help/389-How-to-Show-or-Hide-Fields-on-Edit-URL

    If you need further assistance or if you are stuck with any of the above steps, please let us know.

    Regards!