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Adding Recipients

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Adding Recipients

  1. Click the SEND button on the top menu.
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  2. In the ADD RECIPIENTS section, complete the following options.
    1. ORDER: This is the order in which the document is sent to the signers. The setting is only applicable when a document has two or more signers.
    2. TYPE: This pull down represents the role of the recipient.
      1. SIGNER: Recipients set to this type will be asked to sign the document.
      2. Cc: Recipients set to this type will receive only the final signed contract after all signers have completed and executed the agreement.
      3. PREFILL: This option allows the sender to enter the required information in the document on the web screen prior to sending the message. Once the information is complete, the document is sent to the signers.
    3. NAME: This field should have the signer’s first and last name.
    4. EMAIL: This field should have the correct email address of the signer.
    5. SIGN IN SEQUENCE: Check this box if there are multiple recipients and you would like the document sent out for sequential signing based on the order they are placed in this section.
    6. + RECIPIENTS: Click this button to add another recipient.
    7.  ADD ME: Click this button to add yourself to the bottom of this section as one of the signers.
    8. X: Click the X on the right of the recipient row to cancel and delete a user.

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