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Adding Multiple Signatories with Esign Documents

This article will help you to add more than one signee to your Esign documents.
R
Rashmi Kashyap
26 May, 2024 - Updated 1 month ago
Table of Contents
 

Wondering how to get signatures from two different people on a document?

Do you need the signatures in an orderly fashion? 

Esign Documents is apt for you.

 

Esign Documents in Vtiger is unique and has many features, including support for multiple signatures.

Using Esign Documents, you can:

  • Get documents signed electronically
  • Add multiple signees in a document
  • Track the status of your document

Are you interested in Esign Documents? Click here to know more about its functionality.

Using Esign Documents, you can add multiple signees and get their signatures in the order defined by you.

How? Hop on to the next section to find out.

Adding Multiple Signatories in Esign Documents

You are now aware of the fact that you can add multiple signees while creating an Esign document. You will be glad to know that it is not a long process but a one-click job.

Follow these steps to add multiple signees:

  1. Log in to your CRM account.
  2. Click the main Menu.
  3. Go to Essentials
  4. Select Esign Documents.
  5. Click +Add Esign Document. The Create Esign document window opens.
  6. Enter or select information in the following blocks  - 
    1. Who should sign this Document?
      1. Signee - Select the modules - Contacts, Organizations, Vendors, Leads, or Users.
      2. Select the Signee, who must sign the document from the drop-down.
      3. The Email Address field will be automatically filled based on the email address present in the record.
      4. Click +Add Signee to add another signee and follow the steps a, b, and c mentioned above. 
        1. Note: Click the Delete icon beside the signee’s email address to delete the signee. 
    2. What document should be signed?
      1. Select the document that must be sent to the signee for signature using the following three options -
        1. Upload File
          1. Browse and upload the file from your computer.
        2. Internal Document
          1. Search for the document in the CRM.
        3. Select Related Module
          1. Select the module, choose the record, and the template. For example, select the Quotes module, a quote record to send for signature, and finally, select a template for the quote.
    3. Add email details
      1. Enter the Email Subject of the email.
      2. In the Email Note field, enter other messages or information about the email.
  7. Click Save and Send for Signature if you want to send the document immediately.
    1. Here, you will see two options:
      1. Send Document
      2. Add Signature Tags and Send the Document
    2. Save as Draft - You can save your email as a draft and resend it later.
  8. Click Send.
 

Did you know?

  • You can add only up to three signees per document.
  • If you have multiple signees, the second and third signees can sign the document only after the first signee. 
  • If the first signee discards the document, then the second and third signees cannot sign.
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