Assign Recipients to Your Documents

Upgrade your eSignature workflow with the assign recipients of the document feature

With airSlate SignNow, you can easily elevate the collecting of electronic signatures by specifying a definite order for multiple recipients to sign. For example, you have an Expense Approval that should be signed by three people (Employee, Supervisor, and Accountant) one by one. Using the assign recipients of the document option and advanced eSigning tools, you can organize and customize a sequence of signatures. This lets you specify and track the order in which your recipients receive and certify your document. Thus, the Accountant receives the form only after the Supervisor certifies it.

How to use airSlate SignNow’s advanced feature - assign recipients of the document:

1. Sign up for a free trial or log in to your airSlate SignNow account.
2. Upload a template or a document and click on it to open it in the editor.
3. Click Edit Signers at the top of the left-side toolbar.
4. Type recipient data in the Signing Step 1 field (this signer(s) will sign first).
5. Click the blue icon below the address line to add more recipients.
6. Define who will certify the document next in the Signing Step 2 section. Repeat for all the following steps.
7. Customize the signing order and change, or delete signers.
8. Hit the Save Signers button when you’re done.
9. Add clickable fields from the Tools menu by dragging and dropping and then assigning them to each signer accordingly.
10. Apply Invite to Sign to proceed to send the form or Save and Close to save settings.

With the assign recipients of the document tool set up, you can create and adjust a recipient routing order. Specify several parties in each step with the blue icon, and you can even add multiple steps as well. Each person in a list receives an email notification once the previous users have completed their part. Send out, sign, and collect signatures your way with airSlate SignNow.