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Ability for providers/ coordinators to request multiple signatures on a form (June 14, 2023)

Article author
Ly Do
  • Updated
  1. 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/coordinator, when you assign a form with a signature requirement to a client, you will now be able to also request signatures from a 3rd party that is relevant to the client. In order to do this, you can assign a form as usual and click on the “Add signer” button after selecting the desired form


  • Enter the details of the 3rd party and click on “Assign to {Client name}” button to send out the form and start collecting signatures
  • As the form is assigned, the client or you will need to provide a response to the form before the 3rd party is notified to add their signature

For more information, please refer to this article.

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