Multiple recipient support on Documents & Contracts

Businesses will now be able to send as well as assign signature elements to multiple recipients instead of a single recipient inside the document. This also includes the functionality to assign the signature to the business user who is sending the document as well.


  • Each recipient will receive a unique link that will allow them to sign only their respective portion of the document.
  • Any recipient who has a signature field associated with them will be referred to as Signer 
  • and any contact that has been added to the document but does not have any signature field associated with them will be referred to as CC recipient.
  • The signed PDF copy of the document along with the signature certificate will be generated after all the participants have signed/accepted the document.
  • The signature certificate will capture information like IP address, location, viewed and signed date and time for all recipients who will sign the document.
  • By default, the first added recipient will be treated as the Primary recipient of the document. This means that any custom fields will be populated according to the primary recipient's info and an invoice will also be created for the primary client after the document has been accepted/signed by all parties.

How to Use

Managing Documents and Contracts in the Account

Objective

The objective of this SOP is to provide a step-by-step guide on how to effectively manage documents and contracts within the account, including creating, editing, and sending contracts to recipients.

Key Steps

  • Accessing Documents and Contracts Section:

    • Navigate to Payments and then Documents and Contracts.


  • Select the Document You Want to Edit or Create a New document:
    • Click on the "New" button.

    • Choose to create a blank document or upload a PDF.


  • Adding Recipients and Signatures:
    • Add recipients who need to sign the contract.
    • Set a signing order if necessary.
    • Designate a primary client and additional signatories.
    • Include signature fields by dragging and dropping them into the document.

    • Customize each signature field with the signer's name.




By following these steps, you can effectively manage documents and contracts within the account, ensuring a streamlined process for creating, editing, and sending contracts to recipients. If you have any questions, reach out to the support team via chat or email.