Add recipients and signing order

Decide who acts on the document and in what order.

1. Add the first recipient

   Select Add Recipient.

   Add the first recipient.

2. Verify identity

   Enter and verify the recipient’s name and email address.

   Verify recipient identity before sending.

   Important: A wrong email address sends the document to the wrong person. Check before sending.

3. Choose the role

   Select Signer, Approver, Viewer, CC, or Preparer when available.

   Assign the action expected from the recipient.

4. Add everyone

   Add every required recipient.

   Review all recipients and roles.

5. Enable signing order

   Enable Signing Order when actions must occur sequentially.

   Turn on sequential routing when required.

6. Arrange the order

   Arrange the order. Later recipients wait until preceding actions are complete.

   Set the recipient workflow order.

7. Review before fields

   Review spelling and addresses before adding fields.

   Complete a final recipient review.

   Result: The routing is correct and ready for field placement.