After uploading your document, you can add the recipients' emails you want to send the doc to. Enter the email address of the recipient and then click the orange Add New Recipient button.
This will prompt a screen for you to enter any details about the individual, such as First Name, Last Name, Mobile Phone, Title, Notes, and a profile picture of the person. You may notice some of it gets filled in automatically. This is because we scrape for public information on the person using the email address. Click Save to keep the changes and add the individual to your Contacts list. If you upload multiple recipients, you can create a recipient workflow and assign different roles to each parties involved. If you've added all of your recipients, continue to the Add tab and add your signature fields or supplemental attachments.