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Adding an Editor Recipient to an eSign Workflow

Available with: Custom & Enterprise Plans            Roles: All Users
  1. Begin by creating a new document or template, uploading your documents or going straight to the add recipients page.
  2. On the Recipients page, check the box next to Signing Order. Select Signing Order Checkbox
  3. Add your recipients, placing the person that you want to be the Editor as the first signer.

    Recipient editor should be the first recipient in the workflow

  4. Change the first recipients' recipient type from Signer to Editor, using the dropdown.

    Change their role to Editor in the dropdown menu
  5. Finish designing the document as you normally would, and then send or save the document.