Increase Productivity with Multi-User Digital Document Signatures

Advantages of Multi-User Signature Functionality

Our CRM's new multi-recipient signature feature offers several significant advantages:

• Streamlined Document Signing: You can now assign different signature fields to multiple individuals within a single document, simplifying the process and saving time.

• Personalized Signing Links: Every recipient is provided with a distinct link, guaranteeing that they sign the appropriate part of the document accurately and efficiently.

• Enhanced Tracking: Strengthen the security and traceability of documents by logging essential details such as IP addresses, geographic location, and the exact date and time each signature is completed.

How to Use Multi-User Signature Support: A Step-by-Step Guide

To maximize this feature, follow the instructions below:

Step 1: Assign Signature Roles

Identify who in the document needs to sign, and assign them specific signature roles. Some recipients will sign, while others may be added as CC recipients for information purposes. 

Step 2: Designating the Primary Recipient

The first person you add to the document is labeled the Primary Recipient. Fields unique to this recipient are automatically populated. Additionally, once everyone involved has signed, an invoice is generated specifically for the primary recipient.

Step 3: Distribute Signature Links

Both the business sender and all designated signers will receive unique links, allowing them to securely sign their portion of the document.

Step 4: Document Tracking and Certification

Once the signing process is complete, a PDF of the fully signed document is generated. A signature certificate is also created, which includes essential details such as the IP addresses, signing locations, and timestamps for all participants.

Troubleshooting and Frequently Asked Questions

Issue: A recipient didn’t get their signing link

• Confirm that the email address entered is correct. If it is, resend the link and have the recipient check their spam folder.

Question: Can I switch the primary recipient after sending the document?

• No, once the document has been sent, the primary recipient cannot be altered. Double-check before sending to ensure accuracy.

Question: How secure are the signature links?

• Each signing link is encrypted and uniquely generated for its respective recipient, ensuring a secure and private signing experience.