Prepare documents

Add recipients and signing order

Assign recipients and control whether they sign sequentially.

Updated

Add recipients

  1. 1Enter each recipient name and email address.
  2. 2Select whether the recipient signs, approves, or receives a copy.
  3. 3Enable signing order when one person must finish before the next is notified.
  4. 4Review the order and email addresses before continuing.

Avoid common mistakes

Every required field must belong to the intended recipient. A field assigned to the wrong recipient can prevent completion or expose information to the wrong person.

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