Assign Recipients to Your Documents
How to assign recipients with airSlate SignNow
Need several signers to complete a single document? airSlate SignNow makes it easy by allowing you to assign fillable fields to different recipients. Once this is done, your signers will be able to fill out only those fields you’ve authorized for them.
Create multiple signer roles
Open your document in the airSlate SignNow editor and click the Edit Signers button in the toolbar on the left.
To add one or multiple signers to your document, click on the blue silhouette icon. You can also edit signers’ names and add their email addresses right away.
When finished, click Save Signers.
Add and assign fields to different recipients
In the instrument panel on the left, select your first recipient and choose the fields below to assign them to. Place the selected fields on the document and adjust their size and positioning using drag and drop.
Select the second and the third recipient (depending on how many signers you added) and add more fields to the document. The different colors of your fillable fields indicate that they are assigned to different signers.
When finished adding fields, click Invite to Sign.
Send your document for eSignature
Enter the email addresses of your recipients (unless you did so during the first step). You can edit your email’s subject and message for each signer by clicking Customize Message. If you don’t want to send your eSignature invite to all your recipients at the same time, click In Order and configure your signing steps.
Click the Send Invite button to send out your eSignature request to the assigned recipients.
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Upgrade your eSignature workflow with the assign recipients of the document feature
With airSlate SignNow, you can easily elevate the collecting of electronic signatures by specifying a definite order for multiple recipients to sign. For example, you have an Expense Approval that should be signed by three people (Employee, Supervisor, and Accountant) one by one. Using the assign recipients of the document option and advanced eSigning tools, you can organize and customize a sequence of signatures. This lets you specify and track the order in which your recipients receive and certify your document. Thus, the Accountant receives the form only after the Supervisor certifies it.
How to use airSlate SignNow’s advanced feature - assign recipients of the document:
- Sign up for a free trial or log in to your airSlate SignNow account.
- Upload a template or a document and click on it to open it in the editor.
- Click Edit Signers at the top of the left-side toolbar.
- Type recipient data in the Signing Step 1 field (this signer(s) will sign first).
- Click the blue icon below the address line to add more recipients.
- Define who will certify the document next in the Signing Step 2 section. Repeat for all the following steps.
- Customize the signing order and change, or delete signers.
- Hit the Save Signers button when you’re done.
- Add clickable fields from the Tools menu by dragging and dropping and then assigning them to each signer accordingly.
- Apply Invite to Sign to proceed to send the form or Save and Close to save settings.
With the assign recipients of the document tool set up, you can create and adjust a recipient routing order. Specify several parties in each step with the blue icon, and you can even add multiple steps as well. Each person in a list receives an email notification once the previous users have completed their part. Send out, sign, and collect signatures your way with airSlate SignNow.
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FAQs electronic signature statement sample
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How will my recipients understand where to sign?
Each of your signers will be automatically guided to the fields they are required to complete. If they disable the Wizard, they will still be able to easily locate the boxes they need to fill and sign. Just make sure to assign your fields to the correct signers. -
Will all my signers receive a document at the same time?
You can either send your document to every recipient at once or set up multiple signing steps so that each signer (or group of signers) receives the document in a specific order. -
How do I configure a signing order for my document?
Click Edit Signers in the editor. In the pop-up, click on the Signing Step 2 area to create a new signing step. To add a third signing step, click Signing Step 3, and so on. Enter signer emails for each signing step. Drag and drop signers to move them between signing steps. When finished, click Save Signers. -
How do I assign signer roles?
Open your document in the editor and click Edit Signers in the menu on the left. Then, click on the silhouette icon below the email field, enter a signer’s email address, and hit Save Signers. Alternatively, you can click on any field in a document, open the Role dropdown on the right, and select Add Role. In a new dialog box, enter another signer’s name and click Add New Role. -
How do I add a fillable field to a document?
Open your document in the airSlate SignNow editor and select the fillable field you need from the toolbar on the left. Then, click anywhere on the document to place the field. You can adjust its size and placement as needed. When finished, click OK. -
How do I send a document to someone to sign?
Upload a document to your airSlate SignNow account and click Invite to Sign. You can also send a document for signing as a freeform (without fillable fields) or share it via a signing link. -
Do signers need an airSlate SignNow account to sign my documents?
No, recipients can sign your document on both desktop and mobile devices without having to register with airSlate SignNow.
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