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 and signing request cancellations 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.
To find out how to customise a signing request email; click here