How to add recipients to a document?

Setting up document

T H Kwek

Last Update vor 7 Monaten

After uploading the document, you will be brought to the document dashboard. Under Step 2, you can add in recipients either by 1) keying in their First Name, Last Name and email address or 2) if you have already uploaded them to your address book, you can run a search under Search Address Book.

All recipients added to the document are by default set as viewers of the document.

Under Step 3, you can assign fields to each recipient. Recipients with assigned fields will be updated to signer, and are required to have a signature field on the document.

All recipients of the document (signers & viewers) will receive a copy of the completed document via email.

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