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Ability for providers/ coordinators to request multiple signatures on a form

Article author
Brianna Felts
  • Updated

Providers/coordinators can now request signatures from a 3rd party on the same form (along with any existing signature requirement on the form)

  • As a provider or coordinator, when you assign a form to a client that requires a signature, you can now also request signatures from a third party who is relevant to the client. To do this, follow these steps:

    1. 1. Assign the form to the client as usual.
    2. 2. Click on the "Add signer" button after choosing the form you want to assign.
  • You can request the guardian's signature using the client's email. To do this, select "On the same account as {client's name}" under "How should the Guardian Sign?"
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  • Enter the details of the 3rd party and click on the “Assign to {Client name}” button to send out the form and start collecting signatures


  • The emails sent out for signature requests vary based on who you are in the scenario: whether you're the client, the provider, or the guardian.
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For more information, please refer to this article.

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