The e-signature document that generates after a client submits the CRM web form may be sent out to more than one signer if needed.
In this article we show how to set up a web form with two merchant owners using the following easy steps:
- Insert signer fields in the PDF document
- Change the Owner tab to a record set
- Add a cloneable owner section on the web form
Once you complete the above steps, your clients will be able to submit the web form and generate an e-signature document for up to two owners.
1. Insert signer fields in the PDF document
When you're setting up an e-signature application for multiple owners you will need to add a signature field and an email field in the PDF document for every owner.
The signature and email fields must be named using Adobe's naming conventions for e-signature fields.
To add the signature and the email field for the first owner simply add two text fields to the PDF document and name the fields using the below examples (in bold):
- Signature field: signer1_es_:signer1:signature
- Email field: signer1_es_:signer1:email
Repeat the above steps to also add the signature and the email field for the second owner, and name the fields using the below examples:
- Signature field: signer2_es_:signer2:signature
- Email field: signer2_es_:signer2:email
Once you're done, your signature fields should appear similar to the example below:
Once the document has been updated upload it back to the CRM. Your e-signature document is now set up for two owners!
For more information on managing signature fields for multiple signers please see our guide on Adding Signature Fields.
2. Change the Owner Tab to a Record Set
If your Owner tab is already set up as a record set that you can skip this step.
If the Owner tab is configured as a regular tab, you can change it to a record set tab from the administration page.
Navigate to Leads > Manage Lead Fields, locate the Owner tab, click Edit Tab, change the tab type to Record Set, and save your changes:
You can now add multiple owners to your lead so that each owner's information is saved in a separate record set, as shown in the below example:
For more information on managing record sets please see our guide on Lead Record Sets.
3. Add a Cloneable Owner Section to the Web Form
As the final step we need to add a cloneable section to your web form.
A cloneable section is similar to the lead record set. It comes with a set of fields and a button that allows the signer to clone (i.e. duplicate) the section:
To add a cloneable section to your web form, open it for editing from the administration page, and drag the Section widget to the web form:
Next, click on the new section in the web form to show its properties on the left side of the screen.
In the properties window change the Section Title to 'Owner', select the Clone Button checkbox, change the Clone Button Title to 'Add Owner', and set the Max Copies field to '1' (as we will have a maximum of two owners signing the document—the primary signer plus one copy for the optional second signer):
Next, expand the lead sidebar on the right, open the Owner tab, and drag the required fields from the sidebar and onto the new Owner section:
Make sure to add at least one email field which will be used to send e-signature notifications to the owners.
Below is an example of the Owner section with the lead fields added to it:
Note that you only need to map the first record set to the primary owner section.
The system automatically matches every other cloned owner section in the web form with the appropriate lead record set.
Once you've added the owner fields to the form, click on the owner's email field to open the field properties window on the left, and then select the E-Signature Signer Email checkbox:
This step is required for the system to know who the signers are, and where to send the e-signature notifications and the completed document.
Note: If you don't see the 'E-Signature Signer Email' option in the Email field properties, then you will need to go back to the web form settings and select at least one e-signature document.
Once the document has been added, go back to the Email field properties sidebar and the E-Signature option will be there.
Submitting the Web Form for Two Signers
Once your web form is set up for two signers you test it by opening it in the browser.
Click on the Add Owner button on the form to add a second signer to the form:
The second owner fields are now shown and can be filled in:
Once the web form is submitted the first owner will be able to sign the document immediately.
After the first owner signs the document it will be routed to the second owner by email.
Finally, after the second owner signs the document too, the process will be completed and all parties will receive a copy of the signed document by email.
A copy of the signed document will also be automatically attached to the new lead that was created after the form submission.