Adding an Editor Recipient to an eSign Workflow

Available with: Custom & Enterprise Plans            Role: All Users 

1. Begin by creating a new document or template, uploading your documents or going straight to the add recipients page.
2. On the Recipients page, check the box next to Signing Order.
   
3. Add your recipients, placing the person that you want to be the Editor as the first signer.
   
4. Change the first recipients’ recipient type from Signer to Editor, using the dropdown.
   
5. Finish designing the document as you normally would, and then Send or Save the document.

Further Readings

Editing a Document as an Editor Recipient
Editor Recipient Overview