Multi-Signatories
What is the Multi-Signatories Feature and How Do I Use It?
Administrators
Multi-Signatories allows users to edit an existing form without removing previous signatures.
Attention Administrators - This feature allows users to make changes to forms while maintaining all signatures. Please ensure this is compliant with your regulatory agency before enabling this feature.
The ability to modify forms without removing signatures is controlled by a setting on each individual form.
To enable this feature on a form, select the “Save/Update Form Without Removing Signatures” option from the form edit window in the form builder. Checking this checkbox will present the user with the following statement indicating their acknowledgement of the ability to modify forms with existing signatures:
“[Agency Name] is purposefully and knowingly enabling this feature which allows for multiple signatories on a form, including multiple updates without removing signatures. Users will see an acknowledgement and will have to confirm that they will not add any content or make any modification that alter the prior content of the form which would require review by prior signatories. [Agency Name] has confirmed that this functionality is not in violation of any applicable laws or requirements as they pertain to this form.”
Please ensure that your county, state, or other organization and regulatory agency allows the Multi-Signatories feature before enabling this on any form.
When updating a form that has already been signed, the user will be presented with a warning and three options: Preserve, Remove, and Cancel. Preserve will save any changes with the form and will also keep the existing signatures. Remove will save the form and remove all existing signatures. Cancel will make no changes to the form and/or signatures and return the user to the form edit window.
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