This article steps through how to add recipients to a signing request, including what to do if you need to add yourself as part of the signing process.
Please note: These articles outline the steps for the new document signing platform, currently in early access. Features like Certificate of Completion aren't available just yet.
We recommend using the current document signing platform for any important documents that require these more complex features during the early access phase.
We're rolling out your favorite features gradually so stay tuned to our in-app notifications and release notes for the latest updates! You can also check this page to see what we've released and what's coming next.
Adding recipients
- Enter the name and email address for your recipient in the below fields.
- If you have a SuiteFiles integration connected you can pull contact details from integrated applications.
- Click Add a recipient to add more recipients to your signing request.
Note: If you need to sign the document too, you need to add yourself as a recipient by entering your Full name and Email address.
How to use 2FA when adding recipients to a signing request
2FA can be turned on when adding the recipients to your document pack.
- Enter the recipients contact information.
- Toggle the 2-step verification to enable 2FA.
- Enter the individual mobile numbers when setting recipients.
- If your SuiteFiles site is integrated with another application (E.g. Karbon or XPM), the phone number related to the contact will auto populate for you when selecting a contact from one of the integrated apps.
Tip: 2FA enables you to send an email to two recipients to share an email address as long as the phone numbers are unique
To find out how a recipient will receive a document pack with 2FA; click here
To find out how to customise a signing request email; click here