Multiple Signers in order with email notifications

Can you help me with multiple signatures on an agreement. Essentially aggrement is emailed to a renter, they sign, then it should notify me via email and I sign the same doc. Then it should send an email to both parties who signed.

Hi Jon,

Thanks for reaching out to Jotform Support. Let me help you with that:

To set up multiple signatures on an agreement with email notifications in order, you can use Jotform Sign with the following approach:

1. Send the agreement to the renter first for their signature.
2. Once the renter signs, you will receive an email notification prompting you to sign the same document.
3. After you sign, the system can send an email notification to both parties confirming the completed signatures.

This workflow ensures the signatures happen sequentially and notifications are sent accordingly.

If you want to add CC recipients to the sign document notifications, you can do this in the Sign Builder under the Send tab by adding their emails as CC recipients before sending the document.

This looks correct, now how do I do this with an existing form?

Hi Jon,

To add multiple sequential signatures with notifications to your existing form, you can integrate Jotform Sign with your form as follows:

1. Add a Signature field to your form via the Form Builder.
2. Enable signature automation by linking your form to Jotform Sign, which allows sending the signed document to the next signer in order.
3. Set up email notifications in the Sign Builder's Send tab to notify you and the other signer after each signature.

This setup will email the agreement to the renter first, notify you after their signature, and then send the final signed document to both parties.

Please provide step by step instructions on how to enable signature automation

Hi Jon,

Here’s how to enable signature automation step-by-step:

1. In Form Builder, add a Signature field to your existing form by selecting Add Form Element and choosing Signature.
2. Click the Signature field’s pen icon to open Jotform Sign and enable signature automation.
3. In Jotform Sign Builder, upload your document or use a template, then assign signer roles and set the signing order.
4. Go to the Share tab to enter signer details and configure email notifications.
5. Enable signing order and send the document to start the sequential signing process with notifications.

This will automate sending the agreement to the renter first, notify you after their signature, and then send the final signed document to both parties.

I'm lost after step 2

Hi Jon,

After step 2, here’s what to do next:

1. In Jotform Sign Builder, upload your agreement document or select a template.
2. Assign signer roles by adding the renter as the first signer and yourself as the second.
3. Set the signing order to ensure the renter signs first, then you.
4. Go to the Share tab to input email addresses and configure notifications.
5. Enable the signing order and send the document to start the process.

This will guide the document through the signing sequence with email alerts.

where do I enter the signing order?

Hi Jon,

You can enter the signing order in Jotform Sign Builder under the Recipients or Signers section. Here, you assign each signer a number to set the sequence (e.g., 1 for renter, 2 for you).

This ensures the document is routed in the correct order for signing.

I don't see Jotform Sign Builder

Hi Jon,

If you don't see Jotform Sign Builder, please open your form in Form Builder, then click the Signature field's pen icon. This will launch Jotform Sign Builder where you can upload documents, assign signers, and set signing order.

speak to rep

Hi Jon,

One of our Support Team members will take it from here to follow up shortly.

Hi Jon,

I checked your form, and it's already set up with most of the functionality you need. First, whenever a renter submits the form, you receive a Notification Email that includes an edit link. You can use this link to access the submission and add your signature. Take a look at the screenshot below to see the link:

Next, your second Signature field is already hidden, so it doesn’t appear when renters initially fill out the form. What I’ll help you with next is setting up a condition to show the second signature field only when the form is accessed through the edit link. Finally, we’ll configure an Autoresponder email to be sent to both you and the renter once the form is complete. Let's do it:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

2. Click on Conditions on the left of the page.

3. Now, click on Add a New Condition and then click on Show/Hide Field.

4. Set the conditions like you see below:

5. For the Autoresponder email, select Change Email Recipient condition.

4. Then, set up the condition like you see below:

With this setup, you can simply share the form link with your renters so they can fill it out. Once they submit the form, you’ll receive a Notification Email containing an Edit Submission link. You can click that link to reopen the form and add your signature. After you resubmit the form with your signature, an Autoresponder Email will be sent to both you and the renter, confirming the completed submission.

Give it a try and reach out again if you have any other questions.

This is great! Thank you. One other question. Can I prefill pictures of the rental equipment to the agreement and upon return add more pictures to the agreement to document the condition of the rental?

Hi Jon,

Unfortunately, prefilling of pictures is not possible using the Jotform Prefill option. Can you explain more about the workflow that you'd like to implement so we can check for a workaround? We can also pass this as a feature request if you would simply like to have the Prefill feature available for upload fields and images.

Once we hear back from you, we'll be able to move forward with a solution.

I’m renting equipment and I would like to include before pictures of the equipment is rented and then after equipment pictures when the equipment is returned, so it’s attached with the agreement. I would take the pictures. But both I am the renter would get notified when pictures are added.

To reply back to your 1st point about me being able to edit the form after the first person signs. When I do this, I get this error:

Also, on step 4. Auto responder going to example@example.com . Is there a way to link this to the email they provided in the initial form response?

Hi Jon,

Regarding the error you encounter when editing the form after the first person signs, this usually happens if the form is accessed without the proper edit link or if the submission is locked. When the Jotform Sign feature has been enabled a user will not be able to edit a submission since in some countries signed documents are legally binding. To allow editing after submission, ensure that the form submitter receives an edit link in the notification or autoresponder email. This link lets you or the renter reopen and edit the submission safely without errors.

For your question about the autoresponder email going to a fixed address like example@example.com, you can set the autoresponder to send to the email provided by the renter in the initial form submission. Here’s how to do it:

1. Go to Form Builder and open your form.
2. Click on Settings in the top navigation bar.
3. Select Emails on the left panel.
4. Edit your Autoresponder Email or create a new one.
5. In the Recipients tab, set the Recipient Email to the email field from your form (e.g., the field where the renter enters their email).

This way, the autoresponder will be sent to the email address entered by the renter, not a fixed email.

Also, to allow editing of submissions, include the {edit_link} tag in your notification or autoresponder emails. This tag provides the link to edit the submission, preventing errors when reopening the form.

If you follow these steps, you should be able to edit the form after the renter signs and have autoresponder emails sent to the correct email addresses.

Let us know if you need further assistance.

Ok I have everything working except the photos. I’m renting equipment and I would like to include before pictures of the equipment is rented and then after equipment pictures when the equipment is returned, so it’s attached with the agreement. I would take the pictures. But both I am the renter would get notified when pictures are added.

Hi Jon,

I cloned your form and tested it to see if I could replicate the issue, but everything was working properly. Check out the screencast below to see my results:

As you can see, I was able to receive the Autoresponder Email with the uploaded image attached to it. If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

Once we hear back from you, we'll be able to help you with this.

Hi Jon,

To avoid confusion, I moved your other question to a new thread and helped you with that here.

Let us know if there’s anything else we can help you with.