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How to add signers?

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How to add signers?

You can add up to 50 signers when sending a signature request. Here is how:

1. Follow the indications of the article How can I send a signature request?

2. When you reach the Add Recipients section, provide the following information about the signer:

  • Name: enter the signer’s name.
  • Email: enter the signer’s email address.
  • Role: choose if they Need to Sign or Receive a Copy on the dropdown menu.

If you would like to add more signers, click the Add Recipient button and repeat this step. 

<span class="info">In case you would like to grant recipients permission to sign or see the document in a specific order, you can add up to 10 signing steps to your signature request by clicking on the Add Signing Step button. Then simply drag and drop signers on their respective steps.</span>

3. Click on Next.

In the Add Fields section, you can assign the fields Signature, Initials, Text, Date, and/or Checkbox to all the recipients with the Need to Sign permission. Simply ensure to select them on the left-hand editor. 

Recipients whose role is to Receive a Copy of the document, or that are not assigned any field, would still need to access the document, agree to use our electronic records and signatures, and click on Done.

1. Launch your SIGN.PLUS app.

2. Follow the indications of the article How can I send a signature request?

3. When you reach the Recipients section, provide the following information about the signer:

  • Name: enter the signer’s name.
  • Email: enter the signer’s email address.
  • Role: choose if they Need to Sign or Receive a Copy.

4. Click on Done.

If you would like to add more signers, click the Add Recipient button, and repeat this step.

<span class="info">In case you would like to grant recipients permission to sign or see the document in a specific order, you can add up to 10 signing steps to your signature request by clicking on the Add Signing Step button. Then simply drag and drop signers on their respective steps.</span>

5. Click on Next.

In the Add Fields section, you can assign the fields Signature, Initials, Text, Date, and/or Checkbox to all the recipients with the Need to Sign permission. When you select the first field, you will be asked to assign it to the signer of your choice. 

For the rest of the fields, you would just need to tap on every added field and click on the name of the assignee above it to change it.

Recipients whose role is to Receive a Copy of the document, or that are not assigned any field, would still need to access the document, agree to use our electronic records and signatures, and click on Done.

1. Launch your SIGN.PLUS app.

2. Follow the indications of the article How can I send a signature request?

3. When you reach the Recipients section, provide the following information about the signer:

  • Name: enter the signer’s name.
  • Email: enter the signer’s email address.
  • Role: choose if they Need to Sign or Receive a Copy.

4. Click on Done.

If you would like to add more signers, click the Add Recipient button, and repeat this step. 

<span class="info">In case you would like to grant recipients permission to sign or see the document in a specific order, you can add up to 10 signing steps to your signature request by clicking on the Add Signing Step button. Then simply drag and drop signers on their respective steps.</span>

5. Click on Next.

In the Add Fields section, you can assign the fields Signature, Initials, Text, Date, and/or Checkbox to all the recipients with the Need to Sign permission. Just tap on the added fields and click on the name of the assignee above it to change it.

Recipients whose role is to Receive a Copy of the document, or that are not assigned any field, would still need to access the document, agree to use our electronic records and signatures, and click on Done.

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