Before you send a multi-package out for signature, you can now see exactly which forms each signer is being asked to sign or review. This is available on the E-Sign step of the send workflow and is especially useful for multi-package or multi-form requests.
Before you begin:
You'll need to have already chosen your forms and added your signers, so that you've reached the E-Sign step of the send workflow (Choose Forms > Add People > Review > E-Sign).
Steps:
- From the Review step, continue to the E-Sign step.
- In the Signers table, find the column that lists how many forms are assigned to each signer (for example, "3 forms" or "1 form").
- Click the forms link next to a signer's name to see the specific form names assigned to them.
- To see a full breakdown across all signers and packages at once, click Show Forms Details near the Add Unassigned Roles button.
- Review the assignments. If everything looks correct, continue with Sign Now or Edit in E-Sign Platform as usual.
Troubleshooting / FAQs:
Q: A signer shows no forms listed — what does that mean?
A: This usually means the signer hasn't been assigned a role on any form yet. Check the Add Unassigned Roles prompt to make sure every signer has a role assigned before sending.
Q: Why don't I see the Show Forms Details button?
A: This feature is currently available for multipackage and not yet available for a single package workflow.