1 PDF that requires two signatures, not sure where to start, kindly help?

Hi all!

I'm looking for some very basic help to get started as I'm not sure where to.

I have a single PDF form that requires two signatures. The first signature should be from an employee, say "x". The second signature then needs to be of that employee's supervisor, say "y". Once both folks sign, that form needs to go to another person say "z" for collection and filing.

The catch:

We have over 200 employees and each employee doesn't have the same supervisor.

I need this process to happen either twice a year or monthly.

I have an excel spreadsheet with all the employee names', the supervisor's names, the final person and all of their email addresses. I also have whether its twice a year or monthly. I just don't know where to start with importing and would appreciate the assistance.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @aryvdamr

    I hope you're well and safe!

    Do you have the DocuSign integration, or is it an option?

    We'd add all the Employees and Supervisors to another sheet, which we can reference using cross-sheet formulas (INDEX/MATCH) to collect the correct information back to the main sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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