Adding Recipients

This guide covers how to add recipients to your document and manage their information.

Understanding Recipients

Recipients are the people who need to sign or review the document. Each recipient will receive an email invitation with a secure link to access and sign the document.

Adding Recipients

To Add a Recipient

1. Click the “Add Recipient” button in the floating toolbar (icon with a person and plus sign)
2. A recipient panel will appear

Recipient Information

Required:

• Email address - Where the signature request will be sent

Recommended:

• First name - Personalizes the invitation email
• Last name - Helps identify the recipient

Adding from Contacts

If you’ve saved contacts previously:

1. Start typing in the email field
2. Matching contacts will appear
3. Click a contact to auto-fill their information

Creating New Recipients

1. Enter the email address manually
2. Fill in the first and last name
3. The recipient will be added to your contacts for future use

Managing Multiple Recipients

Adding Multiple Recipients

• You can add as many recipients as needed
• Each recipient gets a unique color for easy identification
• Recipients are numbered in signing order

Reordering Recipients

To change the signing order:

1. Drag and drop recipients in the sidebar
2. The order determines who receives the document first (if sequential signing is required)

Note

Recipient Colors Each recipient is assigned a color (blue, purple, green, etc.) to help you visually distinguish whose fields are whose when placing signature zones.

Recipient Roles

Currently, all recipients are treated as signers. Future versions may include:

• Signers - Must sign the document
• Reviewers - Can view and comment but don’t need to sign
• Witnesses - Observe the signing process

Best Practices

Email Addresses

• Double-check email addresses for typos
• Use professional email addresses when possible
• Consider using company email addresses for business documents

Names

• Use full names for professional appearance
• Be consistent with name formatting
• Include titles if relevant (Dr., Mr., Ms., etc.)

Recipient Order

• Consider the logical signing order
• Place primary signers first
• Group related recipients together

Contact Management

Saving Contacts

• Recipients are automatically saved to your contacts
• Contacts can be reused for future documents
• Manage contacts in the Contacts section of your dashboard

Contact Information

• Keep contact information up to date
• Add additional details like phone numbers if needed
• Organize contacts with tags or groups

Troubleshooting Recipients

”The recipient didn’t receive the email”

Troubleshooting:

• Ask recipient to check spam/junk folder
• Verify the email address is correct
• Wait a few minutes for email delivery
• Check the envelope status to confirm it was sent

”I need to add another recipient after sending”

Solution:

• Currently, you cannot add recipients after sending
• You’ll need to create a new envelope with all recipients
• Consider using templates for recurring documents

”I made a mistake in the recipient’s email”

Solution:

• You can edit recipient information before sending
• Click on the recipient in the sidebar to edit
• After sending, you’ll need to create a new envelope

Security Considerations

• Recipients receive unique, secure links
• Links expire after a certain period for security
• All recipient actions are logged in the audit trail
• Recipients cannot access the document without the secure link

Next Steps

Once you’ve added all recipients:

1. Place Signature Fields - Add signature zones for each recipient
2. Preview and Send - Review and send the document

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Ready to place signature fields? Continue with Placing Fields.