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How-to · E-signatures

How to get multiple people to sign one PDF

By the PDFBetter teamPublished 6 min read

Short answer

To get several people to sign one PDF, send it as a signature request instead of forwarding the file: add each person with their email and role, place their fields, choose whether they sign one after another or all at once, and send. Each person signs through a private link, and everyone gets the same completed PDF when the last signature is in.

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Why does forwarding one PDF for signatures go wrong?

Picture a services agreement that needs three signatures: the client, your business partner and you. You email it to the client, who signs and sends it back. You forward it to your partner, who signs a copy from an older email. Now there are two versions with different signatures, and nobody is sure which one is final.

A signature request fixes this by keeping one locked document at the center. When you send, the file's exact bytes are fingerprinted, so nobody can change the text under the signatures. Each person gets a private link, sees only the fields assigned to them, and signs in the browser without an account. You see who has signed and who hasn't, on one page.

Every signer signs with their own cryptographic key. Every completed PDF is digitally sealed and independently time-stamped, with the evidence built into the file. When the last person signs, everyone gets the same completed PDF and a certificate of completion listing each event.

Should signers go one after another or all at once?

You choose one of two orders for a request. Sequential invites the second person only after the first finishes, and so on down the list. Parallel sends every link at once and the document completes when the last person signs. Pick by asking whether anyone's signature depends on seeing someone else's first.

Signing order by scenario
DocumentOrderWhy
Job offer: candidate signs, then the hiring manager countersignsSequentialThe countersignature should come last, on top of the candidate's acceptance
Residential lease: tenant, then landlordSequentialThe landlord signs once the tenant has initialed every page and signed
Board consent signed by five directorsParallelNo director's signature depends on another's, so nobody waits
Mutual NDA between two companiesParallelBoth sides sign the same terms; order adds nothing
Purchase that finance must approve before the owner signsSequential, approver firstThe approver reviews and approves before the signer is invited

Where to put yourself

Add yourself as a recipient too. Put yourself first if the others should see your signature before they sign, or last if you countersign after everyone else.

Which role does each person need?

Every recipient has one of three roles, and choosing them well keeps the request short:

  • Signer: completes their own fields, such as signature, initials, date, text and checkboxes.
  • Approver: reviews and approves without placing a signature. Useful for a manager or a finance check before the final signer.
  • CC: receives the completed copy and does nothing else. Add your accountant, an assistant or a property manager here.

Each recipient gets a color, and every field belongs to exactly one person. That makes it easy to see at a glance that the tenant's initials are on every page and the landlord's signature is on the last one. Mark fields as required when the document isn't complete without them.

It helps to know what each person sees, so you can tell them what to expect. A signer opens the link on any device. If you required an emailed code, they enter it first; it expires after 10 minutes. They then read a short consumer disclosure and choose to sign electronically, ask for paper or decline. Next comes the document with only their own fields highlighted. They complete them and finish, and the next person in a sequential request is invited automatically.

Send one PDF to several signers, step by step

  1. 1

    Upload the final version

    Open the PDF with Request signatures. Fill in anything that is yours to fill now, because the document is locked once you send it.

  2. 2

    Add every recipient

    Enter each person's name, email and role: signer, approver or CC. You can add up to 20 people.

  3. 3

    Choose the order

    Sequential if someone must sign after someone else; parallel if order doesn't matter. Arrange the list in the order you want.

  4. 4

    Place each person's fields

    Pick a recipient, then drop signature, initials, date, text or checkbox fields where they should act. Repeat for each person.

  5. 5

    Set reminders, expiry and verification

    Choose an automatic reminder every 1 to 30 days and an expiry date. On any plan you can require a 6-digit code emailed to a signer before they can open the document.

  6. 6

    Write a message and send

    Add a subject and a short note, then send. Sending needs a free account, which includes 3 signature requests a month; Pro includes unlimited requests.

Long agreement with many initials lines? AI signature preparation can propose roles and fields for you to review before you send. It never sends anything itself.

How do you keep a multi-signer request moving?

The request page shows each recipient as sent, viewed, signed or declined. Check it the day after you send; most stalls have one of a few causes.

Common stalls and what to do
What you seeLikely causeWhat to do
The second signer hasn't been invitedSequential order: the first person hasn't finishedSend the first person a reminder
A recipient is still “sent”, never “viewed”The email went to spam or the address has a typoAsk them to search spam for the sender name, then use Remind; if the address is wrong, cancel and resend
“Viewed” for days, not signedThey opened it and got busyLet automatic reminders run, or send one now
Declined with a reasonThey disagree with a term or a detail is wrongFix the document and send a new request

A decline stops the request, and the other recipients aren't asked to continue. You see the reason on the request page. Because a sent document can't be edited, the fix is always the same: cancel if needed, correct the PDF, and send a new request.

Put a date field next to every signature

Asking people to type a date invites five different formats. A date field per signer keeps the completed document consistent.

What does everyone get when the last person signs?

Every recipient, including CCs, receives the completed PDF with all signatures and entries flattened into the pages, plus a certificate of completion. The certificate lists each person and each event (sent, viewed, consented, signed) with times, emails and IP addresses, and the fingerprints of the document as sent and as completed.

Both files are digitally sealed and independently time-stamped, so if anyone changes a byte later, PDF readers show the file as modified. PDFBetter keeps completed evidence for 7 years, even if you delete the document or your account. The security page describes the evidence in detail.

Sending the same agreement to different people every month? Save it with Create PDF template using roles instead of names, then fill in the people each time. For the basics of a single request, see how to request an electronic signature.

Try Request signatures on your own file.

No account needed to start, and tools that run in your browser never upload your file. Keep going on the free plan, or pick a plan when you need more.

Questions people ask

Do all signers need a PDFBetter account?

No. Each recipient opens their private link, agrees to sign electronically, completes their fields and finishes in the browser. Only the sender needs a free account.

How many people can sign one PDF?

You can add up to 20 recipients to a request, as signers, approvers or CC recipients.

Can signers use their phones?

Yes. The signing link opens on any device with a browser, so signers can complete their fields on a phone.

What if one signer needs a change to the document?

A sent document can't be edited. Cancel the request, make the change and send a new request so everyone signs the same version.

What happens if someone declines?

The request stops, you see their reason on the request page, and the decline is recorded in the audit trail. Fix the issue and send a new request.

Can I make sure the right person opens the link?

On every plan you can require a 6-digit code emailed to the signer before they open the document. Pro and Business can instead require an access code you share by phone or text.

Sources

  1. PDFBetter plans and limits — pdfbetter.com, checked
  2. PDFBetter security: e-signature evidence — pdfbetter.com, checked