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 contacts

Reuse donor, volunteer, and partner details across envelopes from the Contacts page.

Import contacts from a spreadsheet

1. Open Contacts from the main menu
2. Click Import CSV
3. Upload a file with email, firstname, lastname, and optional phone columns
4. Review the preview and confirm the import

Edit a contact

Click Edit on any row to update name, email, company, language, or phone.

Tip

When you add recipients to an envelope, start typing in the email field to search your contact book. Imported contacts appear immediately.

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

Each recipient has a role that defines what they must do on the envelope:

Signers

Must sign the document at the assigned signature fields

Approvers

Review the document and approve or decline before signers are invited

Viewers

Observe the signing process without signing or approving

Approval phase

When an envelope has at least one approver, it enters an approving phase after you send it. Approvers receive an invitation to review the document and approve or decline. Once every approver has approved, the envelope moves to the signing phase and signers receive their invitations.

Envelopes with no approvers go straight to the signing phase.

Adding approvers

Signers and approvers are managed in separate sections of the edit sidebar:

1. Open your draft envelope in the editor
2. In the sidebar, find the Approvers section
3. Click Add approver and enter the recipient details (or pick from contacts)
4. Add signers in the Recipients section as usual

You can add multiple approvers and reorder them by drag and drop, just like signers.

Every envelope must have at least one signer. You cannot send an envelope with approvers only.

Signing order

When signature order is enabled on the envelope, routing order applies separately within each group:

• Among approvers during the approving phase
• Among signers during the signing phase

Use drag and drop in the sidebar to reorder recipients within each section (see Reordering Recipients above).

Same person, multiple roles

The same email address can appear twice on one envelope: once as an approver and once as a signer. Each row is a separate participant with its own invitation and status.

API billing

If you send envelopes via the API, only signer recipients consume API credits (one credit per signer). Approver and viewer rows do not consume API credits.

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.