Manage Co-signer(s)

How to Manage Co-Signer(s)

As an Admin, you can manage Co-signers while the form is in progress. 
Co-Signers are additional Form Participants, not including the Form Owner (Participant that initiated the form), in Multi-Participant Forms which requires Co-signer e-signatures. A form is considered ‘in progress’ when at least the Form Owner has completed their section and submitted but is waiting on Co-signer(s) to complete their section and submit before the form is completed and moved to the Pending queue.

Co-signers can be managed by:

• Modifying Co-signer information such as First Name, Last Name, Email Address
• Re-sending Co-signer Notification to remind the Form Participant there is a form waiting for their e-signature.

Modify Co-signer Information

As an Admin, you have the ability to update the Co-signer’s information while the form is in progress.
This can be done by modifying the Co-signer’s First Name, Last Name and/or Email Address.  

1. To modify a Co-signer, go to your Form’s Multi queue by clicking on the number found under Multi

2. Under the Action column in the drop-down, click on Manage Co-Signers.

3. The Manage Co-Signers Information window will open and display the existing Co-signers information. Click the Actions drop-down to modify the Co-signer information.

4. The Co-signer’s First Name, Last Name and Email will now become editable fields which you can replace with the new Co-signer’s information.

5. Once the Co-signer’s information has been updated, click Save. 

6. The new Co-signer information has now been updated.

Re-send Co-signer Email

As an Admin, you have the ability to Re-send the Co-signer’s email while the form is in progress.
This can be done by accessing the Co-signer information and clicking the Re-send Email link.

1. To Re-send a Co-signer Email, go to your Form’s Multi queue by clicking on the number found under Multi.

2. Under the Action column in the drop-down, click on Manage Co-Signers.

3. The Co-Signer Information window will open and display the existing Co-signers information. Click the Re-send Notification action to send a reminder email to the Co-signer identified. The Co-signer will receive the Co-signer email (that is customizable within the Participant menu) which informs them a form is waiting for their e-signature.

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu