How do I use advanced forms?
Advanced Forms allow you, the sender, to authorize the first person who signs your document to send the document for another signature. It should be noted that Advanced Forms only work with templates and each template must have more than one assigned role.
For example, if you are the hiring manager of a business, you would need to be the last person to sign. However, there are several people that would need to sign ahead of you in a specific order. In this scenario, the signing order would be the new employee’s supervisor, the new hire and then finally you, the hiring manager.
Once you enable Advanced Forms, the first person who signs would be able to send a link to the second person and then so forth until all the assigned signers have signed the document. The confirmation email for document completion will be sent to you (the original sender) once you document is complete.
To start this process, you need to create a document with more than one assigned signer. On the left side of your document edit page, you should see a list of signers. By default there is only one. However, you can add more by selecting “Edit Signers”
On the next menu screen, click the button with the silhouette of a person next to the plus. It’s below the list of signer roles and emails.
Add as many signers as you like – once you are done, tick the box next to “Sender” in the signing list. This will ensure that you’re the final signer of the document.
Make sure you leave the emails for all assigned users blank (except for yours).
Now make any last-minute changes to your document and once you are finished, make sure you save the document. You will then need to make your chosen document into a ‘template’ for the strict purpose of having access to the “Create Signing Link” button.
Click “Create Signing Link” next to the document name in the ‘Template Folder’ and a new pop up menu will show up.
Copy that link and email it to the first person you wish to have sign.
When they open the link from you, rather than going straight into a signing session, they will be taken to a page that allows them to add email addresses for each signer role. They will need to include their email in the ‘Signer 1’ section to verify that they will be the first signer.
Once the first signer recipient has finished this process, he or she will click ‘Send Invite’ to initiate the signing order. A new email will be sent to them and any following signers based on the roles that have been assigned.
As for you, all there is to do is wait until the document comes back to you for a final signature.