Add signers and copy recipients

Recipient types

Open step 3. Recipients. Add each person who must sign as a Signer. Add a Copy Recipient only when a person should receive information or a completed copy without signing.

Enter the recipient's full name and email address carefully. Where signing order is enabled, arrange signers in the required sequence. A later signer may not receive an invitation until the previous signer completes their step.

Before continuing

• Check for spelling mistakes and shared or inappropriate mailboxes.
• Confirm each person is authorised and has capacity to sign.
• Avoid adding duplicate recipients unless the workflow genuinely requires it.
• Use a reusable signer when the same person is used regularly, but recheck their details.

Incorrect addresses can expose confidential documents. Cancel an affected request immediately if it has already been sent.