Once an e-signature has been added to a PDF or editable document you will need to configure the e-signature recipient settings.
This article outlines the various e-signature setting options available including adding recipients and changing signing order.
> Click here to learn how add an electronic signature to a PDF
> Click here to learn how add an editable document
Adding Recipients to an E-Signature Document
By default, the e-signature will be set to two recipients:
1. The Receiver (the contact in the To field of the email)
2. The Sender (you)
Both recipients will be set to 'Req Signature' by default. This means that both the receiver and sender will need to sign the document.
If you would only like the receiver to sign the document, change the sender option to 'Notify'.
To add additional recipients, click the 'Add recipient' button. You can add up to 4 additional recipients.
Recipients can be removed by selecting the blue 'x' on the right.
Changing Signing Order of an E-Signature Document
To change the order of who will sign the document first, click "Change Signing Order" then drag the recipients to the desired order.
Please note that you are only able to send the email to one recipient.
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- If there are multiple e-signatures required, the other recipients will receive the contract signature request directly.
- If you would like to BCC an email for tracking purposes, once the email is sent, we recommend duplicating the email, adding 'For reference' to the subject line and sending the email to the BCC email address.