It is possible to have multiple e-signature boxes on a document layout like the BEO, Contract, Invoice, etc.. Particularly if you require your staff to countersign documents, or else if you regularly do weddings and request both parties sign, setting up those multiple e-signature fields now will set you up for success. This article explains how to add additional e-signature boxes to your documents in Tripleseat.
Because the e-signature box is a design element that lives on the layout itself, and because layout edits cannot be customized on an event-by-event basis, if you add additional signature boxes, then those fields will appear on 100% of the layout you’ve edited (e.g. on all Contracts or all Proposals). For that reason, we recommend only creating those additional signatures if you will regularly need them.
To add an additional signature field:
- Navigate to Settings> Documents.
- Click on the layout where you wish to add a second signature box (either by clicking the layout name or else by clicking “Edit Layout” to the right).
- Scroll down in the left toolbar until you find Signature. Drag that and drop it on the page.
- Click on that new signature field. In the horizontal toolbar that appears, you may: change the button text, make that signable only by staff (good for countersigning), require gratuity selection (good if you want the guest to use the Gratuity Selector to confirm their gratuity amount), or change the signature to initials.
OPTIONAL You can also drag and drop a Two Column Container onto the page. That design element will allow you to nest fields side by side to create a more professional aesthetic. Once added, drag and drop your signature fields into the container.
- Save Layout in the upper left.
Now your event staff or additional guests may sign electronically as desired. Again, this update impacts all versions of this particular layout, including existing events with this document set already created.
Pro-Tip: If you do not regularly require multiple signatures, but, every so often do, here is what we recommend.
- Add the second person as a contact on the event.
- Share with them the layout you need them to sign (assuming the primary contact has signed already).
- They should print out the document, sign manually, and email that back to you as a PDF.
- Then, you can upload that PDF to the Attached Files section of the event. That way, you still have a copy with all parties' signatures, but do not have to have that additional e-signature box appear on 100% of your docs.
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