Add Recipients

Step 2: Adding your Parties

A 'party' is just another word for the signer on your document, adding them is easy!

By default, an uploaded document will include just one party, you can add more by selecting the '+ Add a party' button below Party 1. Once you've got all the parties you need, add their details! You'll need their full name and a functioning email address for them.

Quick Tip: If you want to prefill a party with your login info - select 'Add Myself as Party', this will pop your details into the party details and allow you to sign the envelope from within Signable itself on your envelope's status page.

You can also set a party to 'Receives a copy only', this will remove them from the signing process but send them a signed copy of the document upon completion of all parties. Think of it like cc'ing someone in when sending an email!

Signing Sequences

You can also set the signing sequence for multiple party envelopes as well, by selecting the 'Sign in order of Parties' toggle above Party 1, you dictate whether the envelope is sent in one of two ways:

The above will send the envelope to all parties at once, rather catchily titled 'All at Once' signing. This is great if you've got load of signers and don't overly need to worry about sequencing.

The above will send the envelope sequentially, also known as 'One at a Time' signing. This is a wonderful solution if the order of signing is important or someone needs to 'sign off' on the document at the end.

More information on Signing Sequences can be found here

Personalising your Envelope:

Each party can have a wee bit of personalisation too, by clicking the 'Add' dropdown under 'Receives a copy only', you can add a password and a personal party message. More info on personalising your envelope can be found here.

With all that out of the way, let's continue on with the envelope - click 'Next'.