Additional signers: two or three people signing in order
Add a second or third signer, understand the strict signing order and signer-specific links, read the status on the job, and handle the common error messages.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
3:19
Scenes
6
Lesson
7.3 · Sending & e-signatures
File name
07-03 additional-signers.mp4
Before you record
- A proposal with two signers whose inboxes you control.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Additional signers: two or three people signing in order | /edit/report/[reportId] | Title card, then the first screen of the lesson. | Two names on the deed means two signatures. Here is how ordered signing works. |
| 1 | 0:2041s | Add a signer | /edit/report/[reportId] | In the proposal, Authorization page, Signers block, click "Add Another Signer" and enter Name and Email. Repeat for a third if needed. | Spouse or co-owner? Add another signer with name and email. |
| 2 | 1:0141s | Send | /edit/report/[reportId] | Send for Signing as usual. | Send once. The app emails the first signer now and the next ones as each signature lands. |
| 3 | 1:4241s | Watch the status | /projects/[projectId] | On the job page read the card: "Sent <date> · 1/2 signed · Next: <name>". Click "View details". | The card counts signatures and names who is next. View details shows each person's status. |
| 4 | 2:2341s | Know the messages | /agreement/esign/[reportId] | If a signer opens the wrong link they see "A signer-specific invite link is required…", "This link is not for the current signer…" or "…already been used by…". | If someone forwards their link, the next signer gets a clear message to use their own email. Nothing can be signed out of order. |
| 5 | 3:0415s | Recap & next lesson | /agreement/esign/[reportId] | Hold on the finished result, then the end card. | Next: tracking opens, republishing after changes, and link expiry. |
Narration, in order
0. Intro: Additional signers: two or three people signing in order
0:00 · 20sTitle card, then the first screen of the lesson.
Two names on the deed means two signatures. Here is how ordered signing works.
1. Add a signer
0:20 · 41sIn the proposal, Authorization page, Signers block, click "Add Another Signer" and enter Name and Email. Repeat for a third if needed.
Spouse or co-owner? Add another signer with name and email.
Show before cutting: Signer 2 and 3 rows appear with "Remove". The editor allows three on every plan, but on Starter saving a third fails with "Starter supports up to 2 signers per proposal…".
2. Send
1:01 · 41sSend for Signing as usual.
Send once. The app emails the first signer now and the next ones as each signature lands.
Show before cutting: Only the primary signer is emailed now. The dialog states "Each remaining signer will be emailed only after the previous signer signs".
3. Watch the status
1:42 · 41sOn the job page read the card: "Sent <date> · 1/2 signed · Next: <name>". Click "View details".
The card counts signatures and names who is next. View details shows each person's status.
Show before cutting: The "Signer Status" dialog lists each signer as Primary, "Signed" / "Signed manually" with date, or "Waiting". The board chip reads "Partly signed"; Activity logs "First signer signed".
4. Know the messages
2:23 · 41sIf a signer opens the wrong link they see "A signer-specific invite link is required…", "This link is not for the current signer…" or "…already been used by…".
If someone forwards their link, the next signer gets a clear message to use their own email. Nothing can be signed out of order.
Show before cutting: Each message tells the signer to use their own email link.
5. Recap & next lesson
3:04 · 15sHold on the finished result, then the end card.
Next: tracking opens, republishing after changes, and link expiry.
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