After uploading your document, you can add the recipients' emails you want to send the document. Enter the recipient's email, and then click Add as New Recipient.

Enter all information for the recipient and press save. See the guide for creating contacts.

If you upload multiple recipients, you can create a recipient workflow and assign different roles to each party involved. If you've added all of your recipients, continue to the Add tab and add your signature fields or supplemental attachments.


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