Add supporting files and signing steps

Some spreadsheet requests need supporting files and more than one person's action. Keep those tasks connected to the same request so reviewers can understand the evidence and the final decision.

Decide who acts and what they need

For a purchase approval, the requester may provide the quote, a manager may sign, and finance may complete the final review. Write down the roles before configuring the form. Decide which attachments a signer needs to supply and which existing evidence they need to review.

A role name explains the task. The recipient email tells Formesign where to send an invitation. Check both; entering Manager as a role does not supply a manager's address.

Prepare the request

1. Create the source document using the Sheet signature quickstart.
2. Review To be signed by and give each signing task a clear role.
3. Arrange the sequence for decisions that must happen first. Use the shared signing-order guide.
4. Add the file questions or supporting-document controls available for the form. Explain what the person should upload and whether it is required.
5. Review the request channel and recipient details, then preview the experience for each role.

Check supporting files

Inspect the actual uploaded-file record in a sample response. A file collected with a request is not necessarily merged into every generated PDF or email. Check the output configuration before promising recipients a combined attachment.

For sensitive evidence, verify who can open the response and the underlying file. An invitation to sign should expose only the information the role needs. Team members may require separate collaborator or Drive access to retrieve retained files.

Review completion and handoff

A completed requester step can leave a manager or finance step pending. Use progress tracking to identify the active signer and inspect the same request's response. Check that the final signed document contains the correct tab content and signer blocks.

Configure Drive filing and completed-copy email for the actual archive and recipient needs. If the request is stuck, inspect the active role and email before resending or rebuilding it. Workflow troubleshooting explains the checks for missing required and optional signers.