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FAQ - e-Signature on Form Templates

An overview of the most commonly asked question with eSignature on Form Templates

Updated over a week ago

Q. Where should I add e-Signature elements on a form template?

A. We recommend adding e-Signatures toward the end of your template. Historically, the last page before the Thank You page works best.

Q. Why can't the form engagement be edited if an e-Signature has been applied?

A. An e-Signed form cannot be edited.

Q. Can I remove an e-Signature if the form needs further editing?

A. Yes, you can access the engagement and remove it or the client can. There will be an 'x' next to the applied signature.

Q. How can I make sure the co-client receives their own email to review, fill out, and sign the engagement?

A. Start the engagement process by clicking on the record in Accounts > All Accounts, then click the green 'Engage' > 'With a Form' dropdown to get started. This engagement process will ask you to select a Primary Contact for the engagement and a Secondary Contact, if any. Both will get their own emails to the same engagement.

Q. How can the co-client e-Sign without sending them their own email?

A. If the co-client was not sent their own email, the thought is that they and the client are filling the form out and signing together. Because of this, once the co-client's signature field is clicked, the system will require the co-client to authenticate with the engagement's chosen authentication method in order to apply their signature. This is because the client was the one to access the form, so the system needs to be sure of the co-client's identity.

(Example of clicking on the co-client's signature field when authenticated as the client.)

Q. How can I gather e-Signatures and data from more than one recipient if the form is locked once one of them signs?

A. For this question, we are assuming you selected a Primary and Secondary contact for the engagement.

We recommend communicating instructions to the recipient on the functionality of the form. We want the data to be filled in before signing, so we recommend instructing the client to review and complete the data, then close their browser tab rather than e-Signing right away. They can access again to sign once the co-client has reviewed and signed.

Some ideas for these instructions are to add a pop-up message to the page with signature elements on it, include notes to the recipients in the Description field of the signature elements, translate the 'Finish' button to say something else (Submit & Finish, for example), or enable the Confirmation Message in the Themes domain under Other Settings.


(Example of translating the Finish button and enabling a custom Confirmation Message.)

Q. The client signed, then clicked 'Finish' and now the engagement is closed, but the co-client still needs to sign. What do I do?

A. If the co-client's signature is needed, we recommend making the co-client's signature field mandatory, as this will keep the engagement from closing if the client signs, then clicks 'Finish'. Note the co-client will still be able to access to sign, but cannot edit the form any longer.

In a situation where the co-client's signature was not mandatory, you would need to manually re-open the engagement and all parties would have to e-Sign again.

Q. Can I set a routing order when sending a Form Engagement for e-Signature?

A. You cannot, rather any engaged parties would receive their email at the same time. If you must set a routing order, we would suggest a PDF engagement instead.

Q. Can I add more participants/signers to my Form Engagement?

A. Yes, if there are Secondary Contacts on the Account, these can be added as participants during the engagement process by starting in Accounts > All Accounts, clicking on the record in question, then using the green Engage > With a Form dropdown.

Note you will have to have set up e-signature fields for these custom Secondary Contacts on the form template before engaging.

Keywords: e-Sign, eSign, eSignature, e-Signature, Form Templates

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