Adding signers to your SeamlessDoc is simple. If you used Auto-Detect Fields, there's a chance that we've already done it for you.
How to Add Signers to Your Form
- Drag and drop a Signature Field or Signature Initial Field onto your form
- Select the Signer Type this person should be. Refer to the list below to ensure you are selecting the proper type.
You can also set up signers by selecting Signers then Manage Signers and building out the signers for your form from there. If you choose to do it this way, then keep it mind that you will still need to drag and drop either a Signature Field or Signature Initial Field on to the form after this step.
Types of Signers
Me: The name and email associated with your SeamlessDocs user credentials.
Known Signer: Enter the signer’s name and email. Great for internal workflows where you know each signer who is part of the signature workflow.
Known List: Define a list of potential next signers following a completed eSignature. The prior signer in the workflow chooses from a drop-down menu which person in the known list the form should be sent to.
Unknown Signer: Someone filling out the form whose name and email you don’t know. This is great for citizen facing forms that you want to open up to anyone.
Approver: Someone in the signature workflow who doesn’t necessarily need to sign the form, just approve or deny it. Approvers cannot add any information to a form or have fields assigned to them. They also don't need a signature field in order to approve or deny a form.
You can even control certain settings for your signers, such as:
- The signer invite and completion message
NOTE: These email notifications cannot be turned off. It's also important to know that in order for the signers to view their custom completion message, you also must have Document Completion Notifications turned on.
- Allowing the signer to delegate their signer responsibilities to someone else
- Require the signer to log in.
NOTE: If you use this option, this means that the signer must be a SeamlessDocs user.
- Rearrange the order of your signers.
NOTE: Unknown signers must always come before any other signers.