Variable signers on templates

Variable signing is available on Premium plans. 

How to create a variable signers template

A variable signers template can be used for a standard document, such as a rental agreement, with an unknown or variable number of signers. In this example, you can include a role for each landlord and tenant who needs to sign.

To create a variable signers template:

1. Sign in to your account.
2. Click Templates in the left sidebar.
3. Click Create template in the left sidebar.
4. Upload the document you’d like to use and click Next.
5. Add roles for each signature you’ll need, such as “Landlord” and “Tenant” and click Next.
6. Add fields to the document and click Next.

Note: To specify which role needs to complete a field, select the field and choose from the dropdown under Assigned to in the right sidebar.

7. Add a name and description for your template.
8. Click Create template.

How to request signatures with a variable signers template

When you’re ready to request signatures using a variable signers template, select the template when you create the request.

1. Sign in to your account.
2. Click Templates in the left sidebar.
3. Click Use template in the left sidebar.
4. Enter the names and email addresses of the signers for each role. 

The signers you add will be included in the signature request. Any roles that weren’t used will be removed from the request, along with any fields assigned to those roles.