Adding Multiple Recipients Simultaneously


Available with:  All Plans          Users: All

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:

  1. Start the process of Creating a New Document.
  2. 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).

    Adding multiple recipients
  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.

    Example of how to add multiple recipients in bulk
    Note: Do not place a semi-colon after the final email address. 
  4. 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.
    Multiple recipients added, check and correct any names not entered as you prefer

    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.Invalid emails show up with a red outline

  5. Make any changes to the recipients, their settings, and customize the email message if required.
  6. Click Next and continue with the document creation process.

 

Editor Recipient

Available with: Custom & Enterprise Plans            Role: All Users 

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. 

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.
  • Cannot edit the workflow or recipients 
  • Cannot change document settings, i.e.: Signer Options.

Note: For any large errors, completing a cancel and resend of the package should be considered.

Adding an Editor Recipient

  1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
  2. In the Recipients page select the Signing Order checkbox.

    Select Signing Order Checkbox
  3. Add your recipients, placing the person that you want to be the Recipient Editor as the first signer.

    Recipient editor should be the first recipient in the workflow
  4. Change their role to Editor in the dropdown menu.

    Change their role to Editor in the dropdown menu
  5. Finish designing the document as you normally would and then click Send (or Save if this is a Template)

Creating A Signing Order for Your Documents

By default, Signority sends the document to everyone all at once, and they can sign as soon as you send the document. However, if your document has a specific workflow that people need to sign in, you can create a Signing Order to send out signing invitations in a specific sequence.

Setting Up a Signing Order

The process for sending the document out is the same as how you create electronic signature documents, just with a few changes.

  1. Begin by creating a New Document using the +New button.
  2. Upload the document that has a specific signing order.
  3. On the Recipients page, add the appropriate number of signers needed.
  4. Click Signing Order to create a sequence.
  5. Drag & sort the recipients in the correct order, or set their signing order number manually.
  1. When you’re done, move to the Editor page and add the Tags needed. Assign tags to the right signers. Once completed, click Next to send the document.

In the example above, the workflow goes in the following sequence:

  • Alison Wonderland receives the invitation first. When she completes the signing process, John Hancock will receive their invitation. When he submits the document, Kevin from Signority will be the last signer and receive their email.

When a sequence is created, invitation emails will only send after the previous person in the sequence completes their signing.
Note: You can allow multiple people to sign at the same step, just give them the same signing order number. For e.g. if Kevin from Signority, in the example above, was set to the 2nd signer as well as John Hancock, but John and Kevin will receive the invitation email simultaneously after Alison Wonderland submits her signature.
When a signing order is used, recipients who aren’t able to sign yet will be listed as “Invitation not Sent” in the Recipient List Page.

Customize Signing Order When A Recipient Rejects the Document

Role(s): Individual User, Team Admin, Super Admin

By default, if a recipient rejects the document, Signority will automatically continue the workflow by sending the document to the next recipient. However, you can also choose to cancel the document and choose if you want to send an email notifying the signers or not.

  1. To do this, open Global Settings (For team admins this is in the admin console under Settings)
  2. Under Signer Options select the dropdown for “Signing flow behavior when a recipient rejects:”
  3. Choose what workflow you would like to happen if a recipient rejects the document
    1. Continue with signing flow
    2. Cancel the document and send an email notifying the signers
    3. Cancel the document and do not send an email to the signers
  4. Select Save

Note: When “Cancel the document….” is chosen, the cancellation reason will be automatically generated as “Rejected by {{email of recipient}}”

Further Reading

Switch Signer Responsibility to Another Person as a Recipient
Sign Documents Online as a Recipient
Change Signers and Resend Invitation Emails