Multiple Receipts Docusign

To add recipients

1. From the prepare view, enter the email address and name of your first recipient.

   

   Note: To add a fax recipient, see the guide Fax Documents for Signature.

2. To set the appropriate action for the recipient, choose one of the following from the drop-down list:

   Document recipients:

   • Needs to Sign - recipient must complete the required fields assigned to them, such as, signature, initial, and date.
   • In Person Signer - a DocuSign account holder hosts the signing session for the recipient. Learn more...
   • Receives a Copy - recipient receives a copy, with no further action required.
   • Needs to View - recipient must open and view the document.

   Manager recipients: Learn more...

   • Specify Recipients - recipient can fill in the name and email address of the role recipients who are at their same position or later in the signing order.
   • Update Recipients - recipient can edit recipient details for any remaining recipients in the signing order.
   • Allow to Edit - recipient can make recipient and document changes (correct) to an in process envelope. This recipient must have a valid DocuSign account.

3. To add additional recipient rows, click ADD RECIPIENT.

   TIP: To add yourself as a recipient on a document, type "@me" in the Name field. Or just click in the Name field and then select your name and email in the pop up:
   
4. (Optional) Specify a signing order for the recipients to control the order in which your recipients receive and sign your documents. For more information, see the guide Set a Signing Order.
5. (Optional) To require a recipient to provide additional information to identify themselves during the signing process, add an authentication method:

   1. In the recipient's row, click the More drop down and select Add access authentication.

      

   2. Select an authentication method for the recipient and complete the required fields. Learn more…

   3. Click Close to collapse the authentication information.

      The summary authentication details appear below the recipient information.

      

      Note: For enhanced security, you can add an access code plus an identity authentication method (phone, sms, or ID check).