When you create a new E-signature Document, you can have more than one person sign it. Examples include both Account Holders, a guardian or a director. For help creating the Document itself, see How to Create, Test and Send an E-signature Document.
Before You Start
Signers can only be added when you create a new E-signature Document. To add a signer to an existing Document, you'll need to re-create it
Only one Enroll Form field can be used as a signer email
All signers must be 18 or older
Signer Types
The first signer is usually the Primary Account Holder. You can add other signers using these types:
Secondary Account Holder: Sends the Document to the Secondary Account Holder
Enroll Form field: Sends the Document to an email address collected on your Enroll Form, such as a guardian or grandparent
Typed email: Sends the Document to a set email address you enter, such as a director who needs to sign first
Step 1 — Add an Email Field to Your Enroll Form
Skip this step unless you're using the Enroll Form field signer type.
Go to My Company > Forms > Enroll Form
Add an Email Address field under Primary Account Holder, Secondary Account Holder, Enrollee or Custom Fields
Put the field on the Enroll Form, not on a Program Form
To learn more, see How to Customize Your Enroll Form.
Step 2 — Add Signers in the Design Editor
Go to My Company > Forms > Documents
Click the pencil icon next to the Document
In the Setup tab, click the blue plus button to add a signer
Choose a signer type:
For Enroll Form field, select the email field you created in step 1
For a typed email, enter the email address
Put signers in the order they should sign. The signer at the top gets the Document first
Step 3 — Map Fields for Each Signer
In the Design Editor, assign signature and text fields to each signer:
Add a signature field and a date field for each signer
Add initial fields for any signer who needs to initial
Assign at least one field to Signer 2
To learn more, see Enrollsy's Design Tool for E-signature Documents.
What Signers Can Expect
The Document is sent to the first signer's email
After the first signer signs, it goes to the next signer
When everyone has signed, all signers get an email from noreply@mail.hellosign.com with the subject line Everyone has signed [Company Name] - [Document Name]
If the same email address is used for two signers, that person gets a second email after signing the first time and has to sign twice.
Track Signatures and Send Reminders
You can check whether each signer has signed and send reminders to anyone who hasn't.
Change a Signer's Email
Go to the Documents tab
Click the pencil icon on the Document
Enter the new email address
This only changes where that Document is sent. The email on file for the account stays the same.
Add an Admin Signature to a PDF — Before Uploading
If a director only needs to sign once, you can add their signature to the PDF before you upload it. If the director needs to sign each Document individually, add them as a typed email signer instead.
Create a Digital Signature
Go to a free signature tool such as SignWell
Type the name and choose a font
Select Transparent Background
Download the signature as a PNG file
Add the Signature to Your PDF
In a PDF editor such as iLovePDF:
Click Edit PDF and upload your Document
Select the image icon, upload your signature and drag it into place
Check that the signature shows up clearly, then download the PDF to upload to Enrollsy
