Add Signers in Editor and Assign Their Roles
How to add signers and assign roles with signNow
Allow multiple users to eSign your document and make sure they know exactly which fields to complete. Easily set a signing order and collect signatures in multiple consecutive steps.
Add signers in the editor
Open your document in the signNow editor and click Edit Signers.

Add signers by clicking the blue silhouette icon. You can customize signer names and add their email addresses in the corresponding fields (or leave them blank).

Set a signing order
Customize a signing order to ensure that your recipients can sign your document one after the other (once Signer 1 completes the document, it is automatically forwarded to Signer 2, and so on).
To add a new signer and create another signing step, click on the Signing Step 2 area. To arrange a signing order, drag and drop signers to the corresponding signing step areas.

Once finished, click the Save Signers button.
Add fillable fields and assign roles
Select fillable fields from the left-hand toolbar of the editor and drop them anywhere on your document. To assign a specific role to a field, click on it, open the Role dropdown in the sidebar on the right, and select the signer you want to assign. Then, click Ok.

For your convenience, the fillable fields will be highlighted in different colors depending on the signer role you assigned to each of them.
Once you’ve finished assigning roles, click Invite to Sign to send your document for eSignature.
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Upgrade your eSignature workflow with the add signers in editor and assign their roles feature
With signNow, you can easily elevate the collecting of electronic signatures by specifying a definite order for multiple recipients to sign. For example, you have an Expense Approval that should be signed by three people (Employee, Supervisor, and Accountant) one by one. Using the add signers in editor and assign their roles option and advanced eSigning tools, you can organize and customize a sequence of signatures. This lets you specify and track the order in which your recipients receive and certify your document. Thus, the Accountant receives the form only after the Supervisor certifies it.
How to use signNow’s advanced feature - add signers in editor and assign their roles:
- Sign up for a free trial or log in to your signNow account.
- Upload a template or a document and click on it to open it in the editor.
- Click Edit Signers at the top of the left-side toolbar.
- Type recipient data in the Signing Step 1 field (this signer(s) will sign first).
- Click the blue icon below the address line to add more recipients.
- Define who will certify the document next in the Signing Step 2 section. Repeat for all the following steps.
- Customize the signing order and change, or delete signers.
- Hit the Save Signers button when you’re done.
- Add clickable fields from the Tools menu by dragging and dropping and then assigning them to each signer accordingly.
- Apply Invite to Sign to proceed to send the form or Save and Close to save settings.
With the add signers in editor and assign their roles tool set up, you can create and adjust a recipient routing order. Specify several parties in each step with the blue icon, and you can even add multiple steps as well. Each person in a list receives an email notification once the previous users have completed their part. Send, sign, and collect signatures your way with signNow.
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FAQs online signature
What is a signer role?
A signer role is essentially a signer profile that you authorize to eSign your document or fill out its fields. With signNow, you can assign signer roles for each field in a document. Thus, your signers will fill in the correct fields with the correct data while avoiding confusion or errors. In addition, you can collect eSignatures in a few steps based on your signing order.How do I assign signer roles?
Open your document in the editor and click Edit Signers in the menu on the left. Then, click on the silhouette icon below the email field, enter a signer’s email address, and hit Save Signers. Alternatively, you can click on any field in a document, open the Role dropdown on the right, and select Add Role. In a new dialog box, enter another signer’s name and click Add New Role.How do I add a signer role to a document template on Android?
Open your document in the editor and add as many signature fields as you need. Then, tap on any signature field and select Edit. In the menu that will appear, tap Add role. Enter the role name, and hit OK. You can then assign the newly created role to this signature field. When finished, tap Save.What is a fillable field?
Fillable fields are boxes to which your signers can add their data when completing your documents.How do I add a fillable field to a document?
Open your document in the signNow editor and select the fillable field you need from the toolbar on the left. Then, click anywhere on the document to place the field. You can adjust its size and placement as needed. When finished, click OK.How do I send a document to someone to sign?
Upload a document to your signNow account and click Invite to Sign. You can also send a document for signing as a freeform (without fillable fields) or share it via a signing link.Do signers need a signNow account to sign my documents?
No, recipients can sign your document on both desktop and mobile devices without having to register with signNow.
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