Inviting Signers

Before you can send a document for signature, you need to invite the people who will sign it.

Adding signatories

1. Open a document in Draft status.
2. Click Invite.
3. Choose who to invite:
   • Client contact — select from your existing clients and contacts.
   • Team member — select from your team users.
4. Click Add to add them as a signatory.

You can invite multiple signatories to the same document.

Assigning fields to signatories

After inviting signatories, you need to assign signing fields to each one:

1. Open the document editor.
2. When placing or editing a signing field, select which signatory it belongs to.
3. Each signatory is assigned a colour to make it easy to distinguish their fields visually.
4. Signatories will only see and fill in their own assigned fields.

tip

Use different colours for each signatory to make the document layout clear at a glance.

Signing order

By default, all signatories can sign simultaneously. To set a sequential signing order:

1. Open the document's invitation list.
2. Set a signing order number for each signatory (1, 2, 3, etc.).
3. Signatories will be notified in order — the next signatory only receives their invitation after the previous one has signed.

Example: In a contract between a service provider and a client:

• Signatory 1 (the provider) signs first.
• Signatory 2 (the client) receives the document only after the provider has signed.
• The client can see the provider's signature already on the document.

Removing a signatory

To remove a signatory before sending:

1. Open the document.
2. Find the signatory in the invitation list.
3. Click Remove (or use the uninvite action).

warning

Removing a signatory also removes all signing fields assigned to them.

Signatory limits

Your plan determines how many signatories you can add per document:

Plan	Signers per document
Free	2
Pro	Unlimited

See Billing to upgrade your plan.