Signers & Signing Order
Add signers, put them in order, and see how Formesign hands the request from one person to the next by email.
Reviewed 2026-10-30 · Formesign guides
Quick Answer
How do I collect multiple signatures in order?
In the EDIT tab, find the Signature workflow card and click Add signer, or click the pencil. Under To be signed by, type each role, such as Manager. Use the three-dot menu to choose Move up or Move down. When someone signs, Formesign asks for the next signer's email and sends them a Review & sign request.
A signing order makes sure that a manager only sees a request after the employee has signed it, and finance only after the manager has. Each person gets an email when it's their turn.
How the handoff works
We'll use an Equipment Request: an employee fills it in and signs, then finance signs.
- The employee opens the form, fills it in, signs, and clicks SUBMIT.
- Formesign asks for the next signer's email.
- Finance gets an email with a Review & sign button.
- Finance sees the employee's answers as read-only, adds their own details, and signs.
- When the last signer submits, the document is Signed and completed.
Add and order signers
Find the signature workflow
In the EDIT tab, scroll below the signature blocks to the Signature workflow card. Click Add signer, or click the pencil to open Setup workflow.
Add each role
Under To be signed by, type a role in Add new signer, such as Finance. Use roles rather than people's names, because the person can change from one request to the next. Formesign creates the fields for that signer.
Change the order
Click the three dots beside a signer and choose Move up or Move down. Delete removes the signer.
Finish and test
Click Next. When you see Your signing link is ready, click Preview signing experience and try the whole sequence.
Roles aren't email addresses
Typing Finance tells Formesign there's a finance step, not who it goes to. The email address comes from one of the two routes below.
How signers get their email
| Route | How it works | Use it when |
|---|---|---|
| The previous signer enters it | After signing, they see Enter the approver's email | The respondent knows who approves their request |
| You enter them all up front | Use the Email tab under SHARE, which asks for one email per signer | You're starting a request for specific people |
Some setups, such as Sheet signature, also ask you to choose under Request signature via: Link gives you a link your team can use, and Email sends directly to signers.
Signing together, or one after another
Not every signature needs a separate email. If a parent and a witness are in the same room, it can be simpler for both to sign in one sitting.
| Situation | Use |
|---|---|
| Different people, at different times | A signing order, as on this page |
| Someone must wait for an earlier approval | A signing order |
| Everyone can sign together, on one device | Separate signature fields, signed in one sitting |
Change the order on a live form
The new order applies to future requests. For a request that's already moving, use Track Requests to see where it is before changing anything.