Adding Signers and Recipients

Without signers, we would have no contracts to sign... That's why we've made it as streamlined as possible to add signers and recipients to your DigiSign envelopes. Take a look below!

VISUAL GUIDE

STEP-BY-STEP GUIDE

1. Navigate to DigiSign and create a new Envelope. 
2. After uploading your documents, you will land on the Recipients & Signing Order page, where you can add signers and recipients. 
3. If you need to sign the envelope, check the box next to your name to add yourself as a signer. 
   Note: You do not need to add yourself to receive a copy of the signed document; you will always be emailed a copy of the signed document, and you can access the signed document from within your account.
4. Click + New Recipient to add a signer/recipient. 
5. Enter the signer/recipient's first name, last name, and email address. How their name is entered here is how it will appear for their signature and initials. The email address entered here is where the invitation to sign will be sent.
6. Select the required action:
   - Needs to Sign: Will need to sign the envelope; must have at least one block assigned to them.
   - Receives a Copy: Will not need to sign the envelope; will only be emailed a copy of the document once it's completed.
7. Select the signing group (better known as signing order). This option is only available if you add more than one signer. With multiple signers added, you can use this drop-down to set the order in which the signers will sign the envelope.
8. After adding all of your signers and recipients, click Next to add signatures and initials to your documents.