How to Send DocuSign to Multiple Signers
To send a DocuSign document to multiple signers, follow these steps:
- Click on 'Start' to add a new document.
- Click 'Upload'.
- Click the drop-down arrow under recipients.
- Select 'Add From Contacts'.
- Start selecting contacts as signers.
- Click 'Apply selected'.
- That's it! You have added multiple signers to your DocuSign.
- Click 'Next' to enter the document editor.
- Click the drop-down arrow to switch between recipients and add fields for each.
- Drag and drop the necessary fields such as signature or date onto the document for each recipient.
- Click 'Preview' to review the document and fields.
- Once you have checked all the recipients go back to the edit view.
- Click 'Send' to distribute it to all the signers.