Add a Witness Signer

How to Add a Witness Signer

Watch the step by step process on adding a Witness Signer

Step-by-Step guide to add Witness Signer through Secured Signing

Tag the Document

  1. Once you have tagged the Document with your Invitee, click the Add Invitee button again
Add Witness Signer - Add Invitee

2. Click the 3-dots next to the Invitee to add Witness Signer

Add Witness Signer - Add Witness
Add Witness Signer - Add Witness: Settings

3. Every Invitee on the process will have Signature Settings, simply click the Signature box to customise the Signing. Click Next to proceed to the Invitation Workflow

Add Witness Signer - Signature Settings

Invitation Workflow

4. There are 2 options to nominate the Witness:

    Invitee – if the Sender do not know the Witness details

    Sender – if the User knows the Witness details

Add Witness Signer - Nominate Witness

5. On this Demo, Ron will nominate the Witness. Add the minimum information required: First Name, Last Name and Email Address and then click Send to generate the Signing

Add Witness Signer - Add Witness Details

Send for Signing

6. The Email Invitation will be generated first to the Invitee and once the Invitee signed, the Witness will receive the Email Invitation. Check the In Progress tab for more updates.

Add Witness Signer - In Progress tab

How I can add a Witness using an Integration?

If you are using one of our integrations, adding a Witness Signer is fairly easy and similar workflow from above – simply click the Invitee’s Signature Box and Add from the Signature Settings

Can I add multiple Witnesses for one Invitee?

Yes, you can add multiple Witness for an Invitee. You can also add Witnesses for each Invitee on the process – if you have about 5 Invitees, they all can have a Witness signers each or even multiple ones.

I’m using Smart Tag – how can I add a Witness?

Easy! Check the tag on our Smart Tag guide – page 5.

Do you need anything else?