Add a Signature Approval Step

Last Updated: October 25, 2026

Add a Signature Approval step to require an assigned user to sign a signature field on a form with multiple signers.

Requirements

Review these Requirements before you start.

In addition to the general requirements, a Signature Approval step requires the following:

  • A form that multiple signature fields. Refer to Forms.
  • The Multiple Signers option turned on in the form, and a unique Assignee Label on each signature field.

Add a Signature Approval Step

In the Workflow Designer, follow these steps:

  1. From the Basic Steps section, drag the Signature Approval step onto the canvas.
  2. Drag the previous step connector to the new step.
  3. On the Signature Approval panel on the right, complete the following:
    1. Use the Source dropdown to select the form that contains the signature field.
    2. Use the What field needs to be signed? dropdown to select the signature field. The signer you assign in the next step receives this Assignee Label.
    3. Use the Who needs to approve? dropdown to select the signer. You can do any of the following:
      1. Type three or more characters to search for a user.
      2. Select Dynamic Assignment to assign the step to the person who triggers the workflow.
      3. Select Form Submitter to assign the step to the person who submits the form. This option is not available for anonymous submissions.
      4. Select Add external user to assign the step to a user outside your organization.
    4. (Optional) In the Approval Button field, enter the text to show on the button.
    5. (Optional) In the Rejection Button field, enter the text to show on the button.
    6. (Optional) To require the approver to enter a comment, select the Require Comment option for the button.
    7. (Optional) Turn on Allow send back to submitter to let the approver return the form to the submitter for revisions. This option is not available for anonymous submissions.
  4. Repeat steps 1 through 7 for each signature field on the form. Select a different field in the What field needs to be signed? dropdown each time.
  5. Add any additional steps.
  6. Select Save or Publish in the upper-right corner.

Workflow builder showing Signature Approval Step on canvas.

Each approval step creates two branches: One for approval Approve icon. and one for rejection Reject icon.. All branches must connect to a later step to complete the workflow.

Next Steps

Refer to the following: