Multiple recipient support on Documents & Contracts

1. Adding Recipients

• 1. In the document builder, click on the Recipients tab.
• 2. Click Add Recipient and select contacts from your CRM.
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2. Assigning Fields

• When adding signature or text fields, assign each field to a specific recipient using the field settings.
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3. Sending Order

• You can enforce a signing order (e.g., Person A must sign before Person B) or allow all recipients to sign at the same time.
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Search Tags

• Tags: multiple signers, multiple recipients, co-signers, documents, contracts