How to send a form for signature by 2 people with 1 email (PM)
How To Send a Form for Signature to 2 People who Share an Email Address.

1. After you enter your Request title enter the names of the two signers and the email address of the 2 signers in the resident boxes. The names should be in the same order as they appear on the form. 

copyright formRus all rights reserved

2. The Resident 1 and Resident 2 fields are set up so that entering the same email address will automatically set the 2 signers up as 1st and 2nd signer, as are the Resident 3 and Resident 4 fields. NOTE: This feature does NOT operate between the 2 sets of fields. Putting the same email in Resident 1 and Resident 3 will result in the same person having to sign both locations and the second person not being able to sign it.

copyright formRus all rights reserved

3. When the signer receives the email to sign, there will be 2 buttons, a 1st signer and a 2nd signer button. The name entered in the Name field will appear on the button.

4. The first signer should follow the instructions on the email and sign.

5. Once the first signer has signed, the second signer should use their button on the email to sign. 

NOTE: If the names are put in the wrong order in the set up page, the 1st signer will only be able to sign over the wrong name.  

Once the document is fully signed by all parties a copy will be put in the folder with the original. 

View All FAQ's in the Related Category: 
Return to FAQ List Return to Forms List
copyright © 2024 formsRus.com - All Rights Reserved.
transparent facebook twitter linkedin