Add Signers

Configure the recipients who will sign your documents.

Adding Signers

Basic Information

For each signer, provide:

• Name: Signer’s full name
• Email: Where to send signing request

From Contacts

Add signers from your contact list:

1. Click Add Signer → From Contacts
2. Search for the contact
3. Select and add

Bulk Add

Add multiple signers at once:

1. Click Add Signer → Bulk Add
2. Paste names and emails (one per line)
3. Format: Name, email@example.com
4. Click Add All

Signer Roles

When using templates, assign signers to roles:

1. Template defines roles (e.g., “Client”, “Vendor”)
2. Each role has pre-placed fields
3. Assign a person to each role

Signing Order

Parallel Signing

All signers receive the request simultaneously:

• Fastest completion time
• No dependencies between signers
• Each signer sees others’ signatures after completion

Sequential Signing

Signers proceed in order:

1. First signer receives request
2. After they sign, next signer receives request
3. Continue until all have signed

Use sequential for:

• Approval workflows
• When later signers need to see earlier signatures
• Hierarchical signing

Custom Order

With sequential signing, set the order:

1. Add all signers
2. Drag to reorder
3. Or set order numbers

Signer Settings

Required vs Optional

• Required: Must sign for completion
• Optional: Can skip without affecting completion

Access Code

Add extra security:

1. Enable Access Code
2. Enter a code
3. Share code separately
4. Signer must enter code to access

Authentication

Additional identity verification:

• Email: Standard (must click link in email)
• SMS: Send code via text message
• ID Verification: Verify government ID (Enterprise)

Notifications

Configure how signers are notified:

• Email: Default notification method
• Language: Email language preference
• Reminders: Auto-reminder frequency

Carbon Copy (CC)

Add recipients who receive copies but don’t sign:

1. Click Add CC
2. Enter name and email
3. They receive the completed document

Tips

• Double-check email addresses
• Use sequential signing for approvals
• Add access codes for sensitive documents
• Include relevant people as CC

Next Steps

• Send for Signature - Send your envelope after adding signers
• Create Envelopes - Learn about envelope creation options
• Signing Experience - Understand what signers see
• Send for Signature Tutorial - Step-by-step walkthrough