Eddy allows you to have multiple people sign a single document. With our multi-signer feature, you are able to select the roles of each signer, dictate where each signer should sign and/or what needs to be completed by each signer, and select the order in which the signers see the document.
Multi-Signer Overview
Note: The document must be signed by all parties before it shows as complete and is listed on the employees individual document profile.
Creating a Multi-Signer Document
Begin by uploading a document into Eddy as a PDF Format. From there, click "Make Signable" in the top right corner.
You will then be asked how you would like to make the document signable. For a multi-signer document, choose the 'Convert to Custom Form' option.
At this point, the system will ask if you want the employee to sign the document or the employee and others.
By selecting "The Employee + others", Eddy will open up a modal where you can select who you would like to sign the document and in what order. Please note that beyond this screen, there is no way to edit the selected signer roles or the order of the signers. You can have up to 5 unique signers on one document.
Once determined, you can make your document signable by clicking "Next".
You can decide who is in charge of signing what portion of the document by clicking the drop down on the far right side.
The rest of the document signing process will be the same as a single signer document. For a walk through of this process, click here.