All defined counter-signers need to complete their signature/approval in the order you list them for the agreement to be completed.

Define the correct authentication method for each counter-signer.

All roles enabled by the admin will be available.

Configure the appropriate Role for each recipient.

You can include yourself (the web form creator) by clicking the Add Me link on the right.

Enter the email addresses of the parties you want to counter-sign or approve the agreement under the Counter-Signers section:.

If you want your web form to be counter-signed: Keep in mind that KBA is only valid in the United States

Knowledge-based Authentication (KBA) - KBA can be enabled as an authentication method if your account is configured to allow unlimited KBA transactions.

Password - The password option requires that the recipient enter a password before they can view the document.

None - This option uses only the email verification after the web form is submitted (If configured to do so).Form Filler - Form Fillers can only fill fields, and may not have a signature field applied to them.Acceptor - Acceptors, like Approvers, can fill field content but are not obligated to provide a signature.Approver - Approvers can fill fields, but are not required to apply a signature.Signer - Signers must apply a signature in addition to any other fields that are required.In the case where multiple participants are allowed, the first participant supplies the email addresses for all subsequent participants.) (The first participant is the person that initially interacts with the web form.

Configure the experience for the first participant:

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