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The Undersigned, And , Two Individuals, Form

Use a The Undersigned, And , Two Individuals, template to make your document workflow more streamlined.

What this two-individual form does

The Undersigned, And , Two Individuals, Form is a two-signer business document used to capture information, signatures, and completion evidence from two identified individuals. In signNow, upload the form, review automatically detected fillable fields, assign each field to the correct signer, and send the document for completion. Each signer reviews the record and signs electronically; signNow then stores the completed document with an audit trail. The form’s legal effect depends on its underlying transaction, signer intent, consent, applicable state law, and any required notarization or filing procedure.

Business types that benefit from this form

The form is useful when two identified individuals must review, complete, and sign the same business record electronically.

  • A solo consultant can use the form to collect two individual signatures on a service agreement, preserving each signer’s completed fields and the final audit trail in one record.
  • A property-management company can route the form to two tenants or representatives, confirm signing order, and store the completed agreement without coordinating separate paper copies.
  • An enterprise legal department can standardize the form as a reusable template, assign signer roles, and retain completion evidence for contracts requiring signatures from two individuals.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Who uses this two-signer form

Two-party agreements

Businesses using two-party agreements can prepare the form, place fields for both individuals, and preserve the completed record with signer evidence.

Industry workflows

Legal, property, finance, healthcare, and construction teams can adapt the workflow when their underlying document permits electronic execution.

How the form workflow works

The two-signer workflow moves from document preparation to field assignment, controlled delivery, completion, and evidence preservation.

  • Prepare: Upload the named form and let signNow identify fillable areas.
  • Assign: Place fields for both individuals, including signatures and dates.
  • Route: Send the form by email or a controlled signing link.
  • Retain: Store the completed form with its audit trail and certificate.
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How to complete the form online

Use signNow to prepare the form, identify both signers, capture their signatures, and preserve the completed document with its audit trail.

  • Upload the form:

    Upload the completed form to signNow.
  • Check the fields:

    Review detected fields and add missing signer fields.
  • Assign signers:

    Assign the two individual signers and signing order.
  • Complete and store:

    Send, monitor completion, and download the signed record.

Legal standing for business transactions

A completed electronic form can support a U.S. business transaction when each signer demonstrates intent, consents to electronic records, can be identified, and the record remains reproducible. ESIGN and applicable state law, including UETA or New York’s ESRA, provide the framework. Wills, codicils, testamentary trusts, certain court orders, and specified family-law filings are excluded from ESIGN’s general rule.

Why teams look for DocuSign alternatives

Privacy and disclosure pitfalls to avoid

  • Personal addresses, phone numbers, and identification details may remain visible to every recipient unless document access is restricted.
  • A signer may complete fields without clearly consenting to electronic records, weakening evidence that the transaction was intended electronically.
  • Sending the form to an incorrect email address can expose both individuals’ information and create uncertainty about signer identity.
  • Uncontrolled downloads or forwarded copies can separate the signed form from its audit trail and weaken record-management controls.

Recommended setup for the form

Configure the form around verified signer identity, clear electronic intent, an exportable audit trail, and retention rules that match the underlying business record.

SettingRecommended configuration
Authentication methodEmail verification with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailEnable completion history and export
Document retentionApply the governing record rule
EncryptionUse TLS 1.2/1.3 and AES-256

What the audit trail records

The audit trail documents who interacted with the form, when actions occurred, and how the final signed record can be verified or retrieved.

01

Authenticate signer:

The signer’s identity event is recorded with the selected authentication details.
02

Capture timestamp:

Each signing action receives a system-generated date and time.
03

Hash document:

The completed document is processed to preserve content integrity.
04

Seal record:

The signed record is sealed against undetected post-signing changes.
05

Record events:

Signer actions and document events remain listed in the audit history.
06

Export trail:

Authorized users can retrieve or export completion evidence with the form.

Security controls for signed records

TLS 1.2/1.3 protects data:

Encrypted in transit

AES-256 protects stored records:

Encrypted at rest

SOC 2 Type II report available:

Independent certification

ISO 27001 certified controls:

Security certification

GDPR-compliant data handling:

Privacy framework

HIPAA compliance requires a BAA:

Healthcare safeguards

Record-keeping practices for this form

Protect the completed form as an evidence package: preserve its audit history, apply the correct retention rule, and control signer, template, and archive access.

Preserve the complete evidence package

Keep the original completed form together with its signNow audit trail, signer authentication details, timestamps, and certificate of completion. Export the package when organizational policy requires an independent archive, then restrict access to authorized personnel and preserve the file in a tamper-evident repository.

Apply the correct retention rule

Set retention according to the record’s actual business and legal category rather than the form’s name alone. Federal tax records generally follow IRC §6501(a), while healthcare records follow six years under 45 CFR §164.530(j). Confirm longer state or industry requirements.

Review signer and field accuracy

Verify both individual signers before sending and review every field that signNow detects automatically. Confirm names, dates, roles, and email addresses because a completed signature cannot correct inaccurate underlying information without a documented amendment process.

Control versions and permissions

Limit template editing and document access to designated administrators. Use role-based permissions, controlled sharing, and a documented process for replacing an outdated version so recipients do not sign conflicting copies of the form.

State rules and document exclusions

State law may require a notary

Notarization required

Electronic execution may not apply

Wills excluded

Court acceptance may require originals

Family-law filing

Recording office rules still apply

Real-estate deed

Troubleshooting two-signer form completion

Resolve field assignment, signer identity, plan-limit, compliance, and state-law questions before the completed form enters the organization’s records.

signNow’s Business plan includes templates and audit trails at $8 per user per month with annual billing. Upload the form, review detected fields, and add signature fields manually where detection does not identify the intended signing locations.

Assign each signature field to the correct individual before sending. If a recipient receives another signer’s field, stop the transaction, correct the role assignment, and resend the form so the audit trail accurately reflects each person’s intended action.

Electronic enforceability depends on intent, consent, attribution, and record retention under ESIGN and applicable state law. For consumer-facing transactions, provide the required electronic-record disclosure and confirm the signer can access the record.

Business plans include 100 signature invites per user per year, with overage fees. The Site License uses a $1.50 signature-invite price and is designed for usage-based volume; review the selected plan before sending many copies.

If the form contains protected health information, signNow identifies HIPAA compliance as requiring a business associate agreement. Confirm the BAA and your organization’s safeguards before using the workflow for PHI.

If a state requires notarization, a court filing, or an excluded document type such as a will, signNow’s electronic workflow does not replace that legal procedure. Verify the governing state or filing authority before sending.

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