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Multiple Participant Workflows
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Multiple Participant Workflows
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Multiple Participant Workflows

Add multiple signers to your workflows

Create automated eSignature processes that let you work with several signers and approvers.

Simplify your signature collection

Tracking down multiple signers can be time-consuming. Whether you have one or 20 signers, Formstack Sign has you covered. Easily create signature workflows that include several participants or carbon copy (cc) other people from your organization.

Get documents signed quickly

Use signature workflows that involve multiple signers to complete proposals, contracts, applications, and more.
Automatic

Collect eSignatures faster with a multiple participant workflow that cycles through signers automatically.

Streamlined

Determine the order that a document should be signed, and easily make adjustments if your process changes.

Versatile

Easily reach all participants by mixing and matching email, text, and in-person signature collection.

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How It Works

Add multiple signers in three easy steps:

Step 1: Upload a document to Formstack Sign via our web upload form or the virtual printer. You can click the Upload button or simply drag and drop your document over. After your document is uploaded, click the Next button.

Step 2: Add participants to your workflow by clicking the Add Participant button. The document will be sent out in the order it was configured from top to bottom. If you’d like to change the signing order, simply click on the green arrows next to each participant. After you’ve finished adding participants, click Next.

Step 3: Use the drag-and drop tool to add signature, date, and initial fields to your document. After you’ve added your fields, you can click the Next button to finalize the details of your workflow and send the document to your participants.

To learn more about setting up signature workflows that involve multiple signers, check out this help article.

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.

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