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How Do I Assign Signature Fields to Multiple Signers?

Understand how to assign and manage signature fields for multiple recipients.

Starting a Signature Request

  • Click the file’s ⋯ menu
  • Select Signatures

  • Enter a valid email address for each signer
    • Names alone will not work
  • Add one or more signers
    • All recipients must be signers (no view-only access)
  • Set an expiration date (required)
    • Defaults to 90 days
  • (Optional) Add a message
  • Choose:
    • Send and Close, or
    • Open Signature Editor (to place signature fields)

 

Adding New Recipients

To add a new signer or recipient:

  1. Click the People icon.
  2. Start typing the person’s name or email address.
    • If the person already exists in your contacts, they will appear automatically.
      3.  If the person does not appear, select Create New Recipient.

When creating a new recipient, you can enter:

  • First name
  • Last name
  • Email address
  • Phone number

Click More Fields to add optional details:

  • Job title
  • Company
  • Street address

Once created, the recipient will appear in the list and can be assigned as a signer.

 

Reorder the Signing Sequence

To change the signing order:

  1. Click the People icon.
  2. Drag signer names up or down to adjust the signing sequence (first signer, second signer, etc.).

The document will follow this order when sent for signature.