Configuring Multiple Signers for Clixsign Triggers

This article describes how to add up to nine signers to the Generate and Send Document to Clixsign trigger within the FORTH system. It is intended for CRM administrators with Trigger management permissions who configure automated document-signing workflows with multiple signers.

The article is organized into the following sections:

• Overview
• Prerequisites
• How to Access
• How it Works
• Troubleshooting / FAQ

• Assistance

   

Overview

Automated document workflows often require signatures from multiple parties beyond a primary and secondary contact. FORTH CRM supports up to nine sequential signers within the Generate And Send Document to Clixsign trigger action. This eliminates manual intervention and custom field workarounds for multi-party agreements. Managing signers directly within the trigger configuration improves accuracy and accelerates agreement completion.

Prerequisites

Administrative access to manage Triggers in the FORTH CRM and active Clixsign document template configurations.

How to Access

Admin tab > Settings > Triggers.

1. Log in to the FORTH CRM.
2. Click the Admin Tab.
3. Select Settings from the navigation bar.
4. Select Triggers.

How it Works

1. Open an existing trigger or select Create New Trigger.
2. In the Trigger Actions section, add or edit the Generate and Send Document to Clixsign action.
3. Locate the signer fields inside the Generate and Send Document to Clixsign action. By default, Signer 1 and Signer 2 appear automatically.
   
4. Select the appropriate signer type from the Signer 1 dropdown menu. The dropdown menu populates values directly from your configured Clixsign signer types.
   
5. Select the appropriate signer type for Signer 2.
6. Click Add Signer to create an additional signer field in sequence (Signer 3).
   
7. Repeat the process to add up to nine (9) total signers. The Add Signer button turns off automatically once you reach Signer 9.
8. To remove an added signer (Signer 3 through Signer 9), click Remove next to the field. The system automatically refreshes all remaining signers without leaving gaps.
   
9. Save your trigger setup by clicking either Save & Create Trigger or  Save & Stay at the bottom right of the page.

Troubleshooting / FAQ

• Why is the Add Signer button disabled?
  The system enforces a maximum limit of nine signers per document action. Once you configure Signer 9, the system disables the Add Signer button automatically.
• Will updating existing triggers disrupt current signing workflows?
  No. Existing triggers using Signer 1 (formerly Primary Signer) and Signer 2 (formerly Secondary Signer) maintain full backward compatibility and continue executing normally.
• Can I delete Signer 1 or Signer 2?
  No. Signer 1 and Signer 2 are default required fields. The Remove option only applies to dynamic fields (Signer 3 through Signer 9).
• What happens to the signing sequence if I delete Signer 4?
  The system automatically renumbers subsequent signers (Signer 5 becomes Signer 4, and so on) to ensure a continuous signing sequence.

Assistance

For further assistance, reach out to support@setforth.com.

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