Add Signers in Editor and Assign Their Roles
How to add signers and assign roles with airSlate 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 airSlate 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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Your step-by-step guide — add signers in editor and assign their roles
The critical conceptual benefit of the airSlate SignNow eSignature solution for enterprise automation is a single data space that goes beyond the organization but mirrors an exclusive business process. You can add multiple signers to your document, give an invite link to your companions, distributors or teammates. Our groundbreaking service simplifies the analytical and control phases. It permits you to run the workflow much more flexibly without the assistance of external staff. You may indirectly enhance the interaction between partners and allow them to boost customer service.
How you can add multiple signers to your document with airSlate SignNow:
- Create your username and password for free or log in if you currently have one.
- You can enter using the Single sign-on feature if you possess the airSlate SignNow profile.|If you possess the airSlate SignNow profile, you can sign in using the Single sign-on feature
- Transfer the document from your portable or desktop device.
- Additionally, you can upload the required document from your cloud storage space. Our internet-based solution works with the most advised repositories: Google Drive, OneDrive, DropBox.
- Easily make changes to your form sophisticated but straightforward PDF Editor.
- Enter the textual content, include graphics, leave your annotations or remarks, etc..
- You may set up fillable fields of various types: text or particular date, calculated or dropdown, and more.
- Arrange and put in place the attachment request.
- Place the Signature Field for sending to sign and gather in-person or multiple eSignatures. If relevant, you can self-sign the template.
- Complete editing using the Done button and begin to add multiple signers to your document.
airSlate SignNow is the perfect decision for automation of business procedures and solution to add multiple signers to your document and quick issues concluding for companies of all tiers in terms of employees and complexity. Users can interact both externally and internally with consumers and providers. Try out all the benefits now!
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FAQs
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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 airSlate 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 airSlate 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 airSlate 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 an airSlate SignNow account to sign my documents?
No, recipients can sign your document on both desktop and mobile devices without having to register with airSlate SignNow.
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Frequently asked questions
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