How to Create a Multi-Stage PDF Form for Sequential Signatures
Question details
The user needs a workflow to route a PDF form to multiple recipients so that different sections can be completed and signed sequentially on separate days.
- Product
- Device & OS
- not provided
- Scenario
- Setting up a document that requires distinct sections to be filled and signed by different people in a specific, enforced order.
- Observed behavior
- The goal is to automatically forward the document to the next signer only after the previously assigned person completes their required step.
Verify that you have the correct email addresses for all recipients and a finalized signing sequence before initiating the document routing process.
Use the Request for Signatures Workflow
Utilize the built-in signature workflow tools to set up a precise signing order for your multi-stage PDF form.
By configuring a sequential signing workflow, you can input a list of email addresses in a specific order. The system manages the routing automatically, ensuring the document only advances to the next person after the current recipient has applied their signature.
Open your document and select the 'Fill and Sign' tool from the main toolbar.
Click on 'Request for Signatures' to open the workflow and routing setup pane.
Enter the recipients' email addresses in the exact sequence you want them to receive and sign the document.
Send the request. You can monitor the real-time progress of the signatures by navigating to the 'Home > For Signature' section.
Use WPS PDF for Seamless Document Signing and Management
WPS Office provides a robust suite of PDF tools that make it easy to manage forms, securely add electronic signatures, and share multi-stage documents with your team.
- 1. Open Your PDF Form: Launch WPS Office and open your multi-stage document using the WPS PDF viewer.
- 2. Access Fill & Sign: Navigate to the 'Protect' or 'Tools' tab and click on the 'Fill & Sign' option.
- 3. Apply Signatures: Create your electronic signature or assign signature fields for your required recipients.
- 4. Share Sequentially: Use the built-in 'Share' feature to send the document link securely to the next person in your workflow.
Frequently Asked Questions
Can I change the signing order after the PDF has been sent?
Once a sequential signature workflow is initiated and sent, the routing order is typically locked. You will need to cancel the current request and issue a new one to modify the sequence.
What happens if a recipient declines to sign the document?
If any person in the sequence declines or rejects the signature request, the workflow is immediately halted. The sender receives a notification, and the document will not proceed to the remaining recipients.
Can I track whose turn it is to sign the multi-stage form?
Yes, you can track the progress of the document from your dashboard. The tracking feature will show you which recipients have completed their sections and whose turn it currently is to sign.
Do recipients need special software to sign the document?
No, recipients generally receive a secure email link that allows them to review and sign their assigned section of the PDF directly within a standard web browser.
