Witness Signer Feature
If your eSign process requires a witness signature, you can utilize the Opero Signature Witness Signer feature, which has the main signer specify a witness to review and sign the eSign document. Before using the feature, check that the following eSign Doc fields have been added to the page layout:
- Signer 2 Name
- Signer 2 Title
- Signer 2 Company
- Signer 2 Email
- Signer 2 Signed
- Signer 2 IP Address
- Signer 2 Email Template
- Signer 2 Link
- Signer 2 Signature Image URL
- Signer 2 status
The witness signer information will show under the Signer 2 Details section of the signed PDF and eSign doc.
When you create a new eSign Doc record, set the Witness Required field to Yes. If there will be a witness required each time, consider configuration of Salesforce automation to set the value of this field each time an eSign Doc record is created.
The Signer 2 Email Template field will then appear for you to complete. The app comes with a default email template Send for eSignature to Signer 2 which you can use or create your own email template . If using Opero Signature with Opero Documents for full automation, you could specify the Signer 2 details and email template Id within the related Document Action.