Everyone you add to a document is a recipient. Their role decides what they do with it.
| Role | What they do |
|---|---|
| Signs | Fills in their fields and signs. |
| Approves | Reviews the document and approves it, without being a party to it. Business plan. |
| Views | Can open and read the document. Nothing to sign. |
| Gets a copy | Receives the signed PDF once everyone has signed. |
Add a recipient
- On the editor's Recipients step, fill in Name and Email.
- Optionally add a Phone number with the country code, for example +233 20 123 4567, so you can share their link by WhatsApp or SMS.
- Choose their Role from the list.
- To add another person, select Add recipient. A document can have up to 10 recipients.
- To remove someone, select the bin icon on their card.
Good to know
- At least one recipient has to sign or approve, and every signer needs at least one field.
- The colour stripe on each card is that person's colour in the Fields step, so you can see whose field is whose.
- To decide who goes first, see Set a signing order.