Adding Signers:

You can add signers during the creation of your bundle and from the signer dashboard. Most users will add new signers when they're creating their bundle for signature.

When creating your bundle, you will reach the "Signers" tab and it will ask you to add in all the desired signers. In the search bar type in the name of your signer and click the blue "Add New Signer" button right underneath.

Note: If you need want to set a signing order visit here.

You will now be prompted to add in their email or phone number, how ever you would prefer the bundle to be delivered. After you add in an email or phone number you can click "Save" and that signer will now be added.

Manage Signers

Manage signers by going to the "Signers" tab on the left side of your dashboard. 

Here is what you can do:

  • Adjust the name, email or phone number of your signers.
  • Delete any signers that you may not want stored.
  • Search for signers to find contact information.
  • Add signers you may send a bundle too later on.
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