Adding recipients to a document
3 min read
Updated Apr 12, 2026
Recipients shape routing, notifications, and who can interact with a document. Adding them correctly early in the wizard prevents avoidable resend or void work later.
Before you begin
A draft with a source PDF attached
Recipient names and email addresses
A clear understanding of whether each person needs to sign, approve, or receive a copy
Add each participant with the right role
Use signer when the person must complete fields or signatures.
Use approver when the person needs to review and approve, and use CC when the person only needs visibility.
Check assignment order
Each recipient receives a routing order, especially in sequential workflows.
Review names and emails carefully because notification delivery and audit records follow those values.
Connect recipients to fields and delivery
After recipients are in place, continue through the document preparation flow so fields and delivery settings align with the real signer list.
If you change recipients late, re-check field assignment and the final review step before you send.
Pro Tips
Collect recipient details before you open the wizard if the workflow is time-sensitive.
Keep CC recipients limited to people who truly need visibility.
Recheck recipient email spelling before sending; resends are useful, but preventing the mistake is faster.
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