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

1. Open the Add Recipient Panel

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

   

2. Enter 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

3. Add from Contacts or Create New

   Adding from Contacts:

   • Start typing in the email field
   • Matching contacts will appear
   • Click a contact to auto-fill their information

   Creating New Recipients:

   • Enter the email address manually
   • Fill in the first and last name
   • 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

Approvers

Can view and comment but don’t need to sign

Viewers

Observe the signing process

Troubleshooting Recipients

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.