Displaying Conditional Confirmations By Signer
As of Legal Signing 3.0, you can now serve your signers different form confirmations conditionally based on a number of different contexts, rather than just the same confirmation for each signer.
Envision a situation where you have a two signer Legal Signing workflow, you can now have a confirmation that the first signer sees when submitting such as “Thanks for signing, we’ll notify you when all signers have completed signing.” and then the second signer sees a different confirmation like “Thanks for signing, all parties have now completed signing, you can find your signed PDF below” with the Legal Signing merge tag inserted to point them to the generated PDF.
There are a few new conditional logic sources you can use with this with your additional form confirmations. All of these support is and is not comparison operators when setting up a conditional logic rule:
- Signing Session Status – This allows you to set a conditional logic rule based on the status of the signing session, you have two options available: In Progress and Completed. In progress would be met for every signer but the last signer in a workflow, conversely Completed is met when the final signer submits the form and the workflow is fully complete.
- Current Signer – This allows you to target a specific signer with a conditional logic rule, all signers are supported as data sources here.
- Next Signer – This allows you to serve a specific confirmations based on who the next signer in the workflow will be. You cannot target the first signer in a workflow here as they can never be the “next” signer, they’re always the initial submitter of the form.