Documents can be sent to multiple individuals for eSignatures through CaseWorks. When a document has multiple signature fields for separate signers, CaseWorks will have fields to add additional email addresses when Requesting an eSignature.
Generate the form from CaseWorks as you would for an eSignature document, ensuring that the document is in the Editable State. Use the Submit feature to route the Form back into CaseWorks.
To Request Multiple eSignatures:
The Client First Name and Client Last Name will AutoFill from CaseWorks, if available. Confirm the Client First and Last Name as it appears.
Select which Order of Signing steps:
- One signer at a time
- After first signer, additional signers notified simultaneously
- All signers notified simultaneously
Next, add the Signer(s) Email. If you have requested a signature from the client before, the email will begin to populate as you type the email address.
Note: Email requests will be sent in the order of the fields as shown above.
The Client’s Date of Birth will populate in the Password field. This will be the password the client uses to open the document from their email.
Select the “Flatten All Fields except Requested and Signature Fields” if you only want the client to sign and complete the field(s) designated for signatures and fields requested.
In the Add a Message field, the following message will Auto-Populate and can be edited:
- Password is the client's 4-digit Birth Year. Please call {WorkerName} with any questions ({WorkerPhoneNumber}) or email {WorkerEmail}.
Select Send. The client will receive an email to the provided email address with your added message and a link to sign the document.
Once the document has been signed by all requested individuals, the Document will display in your DocBox with a Short Note/Next Step confirming the document has been signed by all requested individuals.