Adding recipients in the SignNow editor lets you design the exact path your document should follow. Assign roles (Signer (fills required fields) and Approver (reviews without signing)) then arrange the signing order on the Invite Page so the right person acts at the right time.
đ The Viewer role is merged with the Signer role. If the Signer role has no fields assigned to it, it will be considered a Signer role with view-only permissions.
Why it matters:
Fewer delays: route to all participants with one send.
Clear responsibilities: each recipient only sees their fields.
Higher accuracy: required fields and validation reduce rework.
Full traceability: every step is captured in the audit log.
This article shows how to add one or many recipients, choose Signer/Approver, and set the signing order directly in the editor.
The term 'recipients' refers to the people who will receive the same copy/instance of the form. SignNow offers the following recipient types:
Signer: the participant who will receive the invite and will be asked to fill out their portion of the form based on the fields assigned to their role.
Approver: the participant who will be asked to review and approve the invite before it is further sent to other parties (based on the signing order set on the Invite Page). The next recipient wonât receive the invite if the approver declines the document.
Adding your recipient to the form
Open your form in the editing mode, click on the Manage Recipients button at the bottom part of the left-side fields panel.
To add a recipient, click the +Add Recipient option and select the type of recipient that you would like to add: Signer or Approver. You can rename the recipient by clicking on the pen icon next to it; you can also enter the recipient/-s email/-s right away or add them from Contacts, or do it later on the Invite Page. When done, hit Save and Continue to return to the editing mode and configure your fields.
Document view:
Template view:
đ Things such as email address/-s and CC'd recipients can be configured in the Manage Recipients tab on the document level. For templates, email address/-es and CC'd recipients can be configured only on the Invite Page.
Assigning fields to different recipients
Use the Recipients panel (left) to switch between recipients. Drag and drop fields onto the document for the selected recipientâeach recipientâs fields are color-coded. If fields already exist, click a field and change its Recipient in the field toolbar or the field settings panel (right) instead of deleting and re-adding.
Signing order
Things like email address/-es, CC'd recipients, invite settings and signing order can be set up only on the Invite Page. Hit Save and Use to continue or hit Save and Close and return to the invite setup later.
Toggle the Recipients receive document in order to determine whether the invite is sent out in order or simultaneously.
