Documentation
Add signers
Sending & signing
Add signers at send time
When creating a request, you name who signs. Templates may fix or leave open the roster; either way the send dialog is where recipient details are finalized.
Adding recipients
Choose Add signer and enter a name and email. If the person is already in your contacts, pick them and the fields auto-fill. Each signer's email is what notification emails route to, so confirm it before sending.
Roles and fields
For template sends, signer roles map onto the template's saved field assignments. Verify each role has the right person; the send dialog shows which fields each signer owns.
Choosing how each signer gets it
Each signer signs by email (default, remote) or in-person (on your device). You can mix modes in one request - for example, email for a remote co-signer and in-person for someone present in your office.