Do you have a document that requires multiple recipients? Simply enter or paste a list of emails separated with semicolons and the recipients will be created automatically.
To Add Multiple Recipients Simultaneously:
Start the process of Creating a New Document.
Once on the Add Recipient’s page, click on the ellipses button next to Add Me (2) and select Add Multiple Recipients in the dropdown menu(3).
A pop up window will appear where you can type or paste your recipient’s emails separated with semicolon and a space. Click OK when done. Note: Do not place a semi-colon after the final email address.
Your recipients will automatically populate the workflow in the order listed as “signer” recipients. Signority will prefill signers’ names using the first part of their email before the “@” symbol (1). Please review the names in your list and make any required corrections.
Note:If any of the email addresses you have entered are invalid Signority will outline them in red to show you where any corrections are needed, as seen below.
Make any changes to the recipients, their settings, and customize the email message if required.
Click Next and continue with the document creation process.
Available with: Custom & Enterprise Plans      Role:All UsersÂ
This is a role you would assign someone if you wish to allow them to make changes to the document before it is sent for signing.Â
A Recipient Editor:
Must be the first recipient in the workflow
Are not signers and cannot have tags assigned to them. They may be added as a Signer later in the signing order if they need to contribute to the document.
May add, remove, or replace document files in the package
May add, remove, or replace tags that are on the document.
Getting signatures online is exactly what Signority is for. In this post, we’ll be going over how to create an electronic signature document so you can begin collecting signatures and closing business deals! Before you begin, you’ll need two things:
A document to send (preferably in PDF format but almost any other file format will work); and
The names and emails of the signers for that document
How to Create an Electronic Signature Document
Begin by clicking +New and then New Document to start creating a new document.
The Upload page: if you have a document that has PDF form fields or anchor text, you can select those options first before uploading your document. This will let the system know to upload while searching for those options. However, with or without Upload Options, upload or drag and drop the file you want to use to create electronic signature documents. A message will appear when a document is successfully uploaded and will be listed on the right-hand side. When you’re finished, click Next or Add My Recipients buttons to continue to the next step.
The recipients page: Using   , you can add as many signers as you need for a workflow. The  option lets you create a sequence for your signers and further customize the workflow to fit your needs. When you’ve added your signers, personalize the invitation email to your signers by changing the email subject line and body message to suit your needs. When you’re finished, you can also set up some recipient and document settings on the right, such as setting up your automated reminder schedule and capturing page view evidence from your signers. When you’re done, click Next to edit the document to capture the electronic signature and any other information from your signers!
On the Editor page, you will see the document you uploaded, as well as the signers listed on the left. You can change them if there were any mistakes or differences. At the top of the page, you can also customize the document settings.Â
Finally, once the document settings are finalized, drag and drop the tags from the left onto the screen. Use the drop down menu after selecting a tag to change who the tag is assigned to. You can get an overview of tags and what they do here. The tags will change color to indicate different assigned signers. Also notice that after you change a signer for one tag, the following tags will be assigned to them as well. You can find more information on tag settings and assigning tags here.
When you’re finished assigning tags to all your signers, review the document and then Next to finish up the design process. When prompted, select the standard electronic signature option.
When it’s successfully sent, you will be taken to a Congratulations page to confirm that it was sent properly. The system will count this send towards your usage. Notice that regardless of the number of signatures or files in each document sent, Signority will only count it as one.
If you need more information, check out our video below and get a step by step on how to create electronic signature documents from scratch.
