Add Recipients to Your Package

Adding recipients to your SignerX.com package defines required signers and view-only recipients. Recipients don't need a signerX.com account to sign.

How to add recipients

Create a new Send For Signature package
Upload your PDF, create your package using the Doc Builder, or import a PDF from Dropbox or Drive
Enter the first and last name of your recipient
Enter the email of your recipient
Select Enter or Add Recipient

Recipients can be required to sign or added as read-only.

4. Use the dropdown next to your recipient's name to require them to sign or grant them view-only permissions

5. To add another recipient, use the blue plus sign and repeat the steps above.

select to add another recipient

6. (Optional) Set a signing order for your recipients. See Signing Order guide here.

7. (Optional) Set signing reminders for your signers. See Signing Reminders guide here.

Once you add your recipients, you can review your package recipients on the summary page.

Send it out and celebrate! 🎉

If you'd rather create a document that is reusable and accessed via URL, you can create a Template instead. See how to create a Template here.