Add signers and place fields

Add several signers, set the signing order and place fields for each one.

Video coming soon

Steps

1. 1

   Open Who signs

   On “Place fields”, click “Add signer” in the Recipients panel to open “Who signs”.

   
2. 2

   Add each signer

   Enter Name and Email, then click “Add signer” again for the next person. The role stays “Needs to sign” unless you pick another.

   
3. 3

   Set the signing order

   Turn on “Signing order”: signers are listed as “Step 1”, “Step 2” and sign in that order. Turn on “Signs together with” to share a step.

   
4. 4

   Choose who you place for

   Click “Back to Place fields”, then open “Placing fields for” and pick the signer whose fields you are placing.

   
5. 5

   Place fields for each signer

   Click a tool such as “Signature” or “Date”, then click the page where it goes. Repeat for the next signer; “Placed fields” lists every field.