Several signer roles
Add the people who need to complete the agreement and give each person a clear signing place.
For agreements with more than one signer
Collect multiple signatures on one clear document
Prepare each signer’s place on the document, send the request from one workspace and keep the completed agreement with the client project.
A workspace keeps the document, the people involved and the next step in one place.
What it changes
One agreement, several people, one record.
Many client documents need more than one signatory: two people on a client side, a client and a supplier, or an internal approver before the agreement goes out. The difficulty is not merely adding names. It is keeping each request tied to the same current document so nobody signs a different attachment.
EveryTask gives the sender a workspace around that moment. The prepared document stays in its project, each signer has an assigned place to act, and the completed result remains available with the surrounding proposal, review and activity history.
The capability
More than one action on a file
Fields for each person
Place the right signature field on the document before invitations are sent.
One prepared request
Send the same current document from the client project instead of circulating parallel attachments.
Visible progress
See which signer still needs to act and which signatures are complete.
Completed together
Keep the completed agreement connected to the request rather than saving a detached final PDF.
The earlier context remains
The document’s previous reviews and revisions stay available to the team after the signing step.
Useful when
When an agreement needs more than one yes.
A client has two signatories
Prepare one document for both decision-makers rather than asking the team to reconcile separate signed files.
Both sides need to execute
Keep the supplier and client signing step connected to the same scope, proposal or agreement.
A handover needs certainty
The team can see whether every expected signer has completed the request before treating the document as finished.
How it works
Start with the document. Keep the context.
- 01
Open the final document in its client project and add every signer who needs to act.
- 02
Place the signature fields for each person, then send the prepared request.
- 03
Follow completion from the document record and retain the completed agreement in the same project.
Questions, answered
Using this capability with confidence.
Can more than one person sign the same document?
Yes. Create a signature request with each person who needs to sign, then place the fields they need on the current document.
Do signers need a workspace account?
No. A signer receives the secure request for the document; they do not need to join your internal workspace.
How do I know whether everyone has signed?
The document record shows the state of the signature request so the owner can see what remains outstanding.
Can the team keep the final signed document?
Yes. The completed document remains in the project with the request activity and the related client work.
When the work needs to stay
Put the document in a workspace.
Multiple signing works best when the final document, the participants and the completed record are all kept in the same client project.
Create a free workspace Beta- One project per clientKeep the brief, PDF and final version together.
- Working drafts preserve progressIssue a revision when a document is ready to become the next record.
- Comments stay with the fileReview decisions do not disappear into email.
Explore document workflows
Keep the document moving.
Ready when you are
Create a free workspace
Open the document, get the work done, and keep it in a workspace whenever there is a next step.
Create a free workspace Beta