Swapnil Pandhare Agree we do not need both 1st signer and email address - i think we should discuss on call.

And Aruna Raheja this would be the title of the file we send to the candidate vs. the name of the template - so you had it almost right. The attachment would go by Y

Hi Swapnil Pandhare,

As per my understanding "Editable Title" is for renaming the document that will sent as an attachment (this is what sertifi do). So if a document name is "X" in grid and admin has enter "Y" in editable field then the attachment goes by the name "X".

Molly Ronovsky : Correct me if i am wrong. 

CC : Samir
Hi Aruna Raheja ,

Can you please update on Editable title field that is added on send forms grid ?

Thanks,
Swapnil P.

Hi Molly Ronovsky,

Thanks for the answers.
1. If First signer is candidate then do we need additional field named "Email address" on "Send form details" screen ?
2. Also, all these fields will have comma seperated email addresses?

Thanks,
Swapnil P.

Aruna Rahejalooks good.

Swapnil Pandhare
1. 1st signer is the where you insert candidate's email address - this is primary signer
2. This would be second signer - so after primary signer signs, they would get - see below for sertifi's logic. DMS - 40 goes into multiple signers.
3. CC is just being copied
4. Yes, that will go into the email

• 1st Level Signer(s) - primary signers
• 2nd Level Signer(s) - receive only after all primary signers have signed
• CC (Non-Signers) - only views the documents

Note – Up to 5 signing levels. Multiple signers can be added at each level using a comma to separate email addresses. File Name is included within the email to signers and is used to find the file when viewing reports. Personalized message appears in the initial email to signers and is the first message in Sertifi Deal.Stream.