How do I add recipients and choose their roles?
Add each recipient with a role, name, and email, and pick whether they sign, sign in person, or receive a copy.
The Recipients section of the setup wizard is where you list everyone involved in the envelope and decide what each person does with it.
Add a recipient
- In Step 1 of the wizard, go to the Recipients section.
- For each recipient, fill in:
- Role — a short label for this person (free text, up to 25 characters, required). “Me” is reserved for you, the sender.
- Full name — type it, or click the book icon to pick someone from your contacts.
- Email — where the invitation is sent.
- Click Add recipient to add another row.
How many recipients?
When others are involved you need at least one external signer, and you can add up to 20 signers. Every recipient must have a unique email address.
Choose a recipient type
Each recipient has a type that controls their part in the workflow:
- Needs to sign — the recipient must complete the fields assigned to them and sign.
- In person signer — the signer completes the document in person on your device (see Sign it yourself).
- Receives a copy — a CC recipient who gets a copy but does not sign or fill anything in.
There is no separate "approver" role. Fields cannot be assigned to a Receives a copy recipient, since they only receive the finished document.
Extra options per recipient
Open the Customize dropdown on a recipient to:
- Add / Remove access code — require a private code (up to 30 characters) before that person can open the envelope.
- Delete recipient — remove the row.
An access code is shared with the signer separately (for example by phone or text), adding a layer of identity checking on top of the email link.