Invite links with signer assignment let you authorize others to assign signers to your form, adding flexibility to your workflow. This is especially useful in scenarios where the sender doesn't always know who the final signers will be. For example:
HR teams – A recruiter can share a hiring form with a manager, who then assigns the candidate and internal approvers as signers.
Healthcare – An admin can distribute patient intake forms, letting staff assign each form to the correct patient.
Education – A school office can share enrollment forms, allowing teachers or coordinators to set parents/guardians as signers.
Legal/Compliance – A compliance officer can hand off responsibility to a department head, who assigns employees to complete policy acknowledgments.
This delegation saves time, keeps workflows moving, and reduces back-and-forth by letting the right person define who needs to sign.
⚠️ This feature is available only on invite links (signing links). It cannot be used with email invites or bulk invites.
📝 If the document or template contains more than one unassigned signing role (emails not prefilled), the generated link will automatically require signer assignment. Guest invite links cannot handle multiple dynamic recipients—all signer emails must be specified.
Prepare your form
1. Add fillable fields to your document and assign role(s) to them. At least one signing role must be unassigned (meaning that the email field must remain empty in editing mode). This is because you will give the receiver of the link the opportunity to fill in all roles with emails at a later time.
Sample of unassigned signing role
Sample of assigned/prefilled signing role
2. When you are done editing the form, click the Save and Close button at the top right of the editing mode.
Create an invite link
1. In the form's location folder, click the Create Invite Link button to generate a one-time link (for documents) or a reusable link (for templates).
2. Enable Allow recipient to send an invite. The link will update to include a ?form=true parameter, confirming that signer assignment is active for this link.
3. Click Copy Link to copy the invite link and click Done to close the dialog.
Share your link
Share the link with the person responsible for distributing the form. When they open it, they'll be prompted to add signer emails and send the invite.
📝 Only the first recipient can assign signers—distribution cannot be split among multiple people.
Once the distributor assigns the signers and sends the invite, each signer in the specified order will receive an email request to complete the form. After all recipients have signed, you'll receive the finalized, executed copy of the document.