1 Reply Latest reply on Jul 9, 2014 6:48 AM by SimonESATS

    Multiple signatures

    randlemcdandle Level 1

      How to set up Echosign and Salesforce for a signature sequence?


      If this is possible I would have expected to see something on the agreement template/recipients.


      All I can see is a recipient index field but I expect this is just for display order, not a signing sequence? (it's not editable anyway unless I override the custom pages)

        • 1. Re: Multiple signatures
          SimonESATS Adobe Employee

          On the template just add the number of recipients required. On the template the order is indicated by the index, but the index cannot be edited. If you get the intial order wrong on the template you need to edit the entiore recipient to switch them round.


          however when the agreement template is used, it's possible to update the order prior to sending on the fly.