Cosigning

Open Forms supports form submission flows where a second person needs to cosign the submission before it gets processed.

Roughly summarized there are two variations for the cosigner:

  • the cosign request email contains a link taking the cosigner directly to the right page

  • the cosign request does not contain a link, but instead it instructs the user how to start the cosign process

The global configuration influences which variation is used.

Tip

Read the manual (Dutch) to learn more about the flow and how to enable this in a form.

Confirmation page configuration

When the form submitter completes the submission, they get a confirmation page of the submitted data. The content of this page is configurable. Navigate to Admin > Configuratie > Algemene configuratie, section Formulieren met mede-ondertekenen:

Titel mede-ondertekenenbevestigingspagina

The main page title displayed for the confirmation page. You can use the template variable {{ public_reference }} here.

Mede-ondertekenenbevestigingspagina tekst

The body text of the confirmation page. This WYSIWYG content supports some template expressions too:

  • {{ public_reference }}: the reference number in case the user needs to contact your organization. Strongly recommended to include this somewhere.

  • {{ cosigner_email }}: the email address that will receive the cosign request email.

  • {% cosign_button text="Nu ondertekenen" %}: a button to start the cosign process immediately from the confirmation page. You can provide the button text as an argument.

Both Dutch and English variants can be configured to support multi-language forms.

Cosign request email configuration

The person that needs to cosign the submission will receive an email requesting them to do this. The content of this email is configurable. Navigate to Admin > Configuratie > Algemene configuratie, section Mede-ondertekenen e-mails:

Mede-ondertekenenverzoeksjabloon

The content of the cosign request email. This is a template that supports a number of expressions:

  • {{ form_name }}: the name/title of the form that requires cosigning

  • {{ form_url }}: a deep link to start the cosign process. If this variable is present, the cosign login options are not displayed on the regular form start page and the cosigner does not have to enter the code, otherwise both regular and cosign login options are displayed. If you omit this link (e.g. for security reasons), you should provide clear instructions how the cosigner can find the form on your website(s).

  • {{ code }}: the cosign submission code. This code needs to be provided to retrieve the submission that needs to be cosigned. If you use deep links, you can omit this, as the code is already included in the link.