✍️ 01. Sender: Adding Signers to Your Document!
This article explains how to add the people who need to sign your document in eSignatureOnline. We have now added the option to choose a color for each signer, making your document management more personalized and intuitive.
Summary Table ✍️
Action | What It Does | What to Remember |
Click "Signers" Tab | Takes you to the section for adding signers. 🧑🤝🧑 | Make sure you've already uploaded your document first! |
Click "+ Add Signer" | Adds a new person to the list of signers. ➕ | Have the signer's name and email address ready. |
Enter Signer Information | Tells the system who needs to sign. ✍️ Our system will autofill existing signer's names for you! | Double-check the email address! If you use SMS, make sure the phone number is correct too. Below are the only requirements:<br>• First Name<br>• Email Address |
Choose Signer Colors | Allows you to assign a unique color to each signer. 📱 | This helps you easily identify who is who when placing signature fields on the document. |
Introduction:
This article explains how to add the people who need to sign your document in eSignatureOnline.
Steps:
Go to the "Signers" Tab: After uploading your document, click the Signers tab at the top.
Add a Signer: Click the Add Signer button ➕ to add a new person.
Enter Signer Information: Fill in the details for each signer:
First Name (Required) ✍️
Last Name (Optional)
Email Address (Required) 📧
Phone Number (Optional) 📞
Choose Signer Colors: Now you can make it more personal! Click on the Signers Colors button 🎨 to choose a specific color for each signer. This color will be used to easily identify their signature fields and other elements throughout the document editing process.
Repeat: Add as many signers as needed by repeating steps 2, 3, and 4.
Please Note: The Images may look different from the actual image. This image is only added for illustration purpose only. 🖼️