You can set up on your Enroll Form an email field that can be used for E-signature Documents. Only ONE Enroll Form field can be used for this purpose. Also, we do not accept signatures from minors (anyone under age 18).
🛑 IMPORTANT Information on Existing E-sign Documents
At this time, you cannot add another signer to an EXISTING E-signature Document. You will have to create a new E-signature Document.
Access your Enroll Form by going to My Company > Forms > Enroll Form, then follow these steps to create an additional signer field.
Step 1 - Create an Email Field on the Enroll Form
You can create an email field on your Enroll Form under "Primary Account Holder," "Secondary Account Holder," "Enrollee," or "Custom Fields." Add the Email Address field under your preferred section. Learn how to customize your Enroll Form here.
Example Field:
NOTE: You cannot put this field in a Program Form; it has to be under one of the headings in your Enroll Form.
Step 2 - Add Enroll Form field
Access the E-signature Document (My Company > Forms > Documents). Click the pencil icon beside the Document then, under the "Setup" tab in the Design Editor, click the blue plus button to add a Signer. Choose the Enroll Form field, then choose your newly created email field.
As noted above, you cannot add another signer to an EXISTING E-signature Document. You will have to create a new E-signature Document.
Step 2b - Use Typed Email Field
You can also just type in an email. A good use case for this is if you need a director or administrator to sign off first, you can add their email at the top so they will be the first to receive the Document.
Check out this support article to finish setting up multiple signers.