how to send docusign to multiple signers

Daniel Parker

2 min read

·

07-02-2025

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Sending documents for multiple signatures can be a breeze with DocuSign. This guide will walk you through the process, covering various scenarios and tips for a smooth experience. Whether you need sequential signing, parallel signing, or a combination of both, we've got you covered. Mastering this skill will streamline your workflow and save you valuable time.

Preparing Your Document for Multiple Signers

Before diving into the DocuSign interface, make sure your document is ready. This includes:

• Clearly Defined Roles: Determine the order and specific actions each signer needs to take. Will they sign, initial, fill in fields, or all of the above?
• Named Fields: Use DocuSign's tools to add fields for signatures, initials, dates, and any other necessary information. Clearly label each field to avoid confusion.
• Review and Proofread: Carefully check your document for typos and errors before sending. A polished document reflects professionalism.

Sending a DocuSign Envelope: A Step-by-Step Guide

Here's how to send a document to multiple signers using the DocuSign platform:

1. Upload Your Document: Begin by uploading your document to the DocuSign platform. You can do this by dragging and dropping the file or browsing your computer.

2. Add Recipients: This is where you specify who needs to sign and in what order.

* **Name and Email:** Enter the name and email address for each signer.
* **Recipient Role:** Assign a role to each recipient, like "Signer," "CC," or "Certified Delivery."  Each role determines their level of access and actions within the document.
* **Signing Order (Sequential or Parallel):**  DocuSign lets you choose whether signers complete the document sequentially (one after the other) or in parallel (simultaneously). Decide which approach best suits your needs. For example, a purchase agreement might benefit from a sequential process, while a simple acknowledgment might not require specific order.

3. Add Signature and Data Fields: Place the signature, date, initial, and any other data fields (like text boxes) where needed on the document. This ensures all necessary information is captured. Make sure fields are clearly labeled and correctly positioned.

4. Review and Send: Before sending, double-check all recipient information, roles, and field placements. Once everything is correct, click "Send."

Managing Multiple Signers: Different Scenarios

DocuSign offers flexibility for various signing scenarios:

Sequential Signing: Perfect for contracts or agreements where one signature depends on another. The first signer's completion triggers the document to proceed to the next signer.

Parallel Signing: Ideal for simple agreements or acknowledgments where the order of signing isn't crucial. All signers receive the document simultaneously.

Complex Workflows: For more intricate scenarios involving multiple teams, departments, or approval levels, DocuSign's advanced features provide robust workflow management. You can create custom workflows that reflect your precise requirements.

Tips for a Smooth Multi-Signer Process

• Clear Communication: Provide clear instructions to your signers.
• Reminders: Set up email reminders to gently nudge recipients to complete their tasks.
• Branding: Customize your DocuSign template to reflect your company's branding and enhance professionalism.
• Templates: Save frequently used documents as templates for future efficiency.

Troubleshooting Common Issues

• Signer Doesn't Receive the Email: Double-check the email address for accuracy. Also, ensure that your recipients aren't blocking emails from DocuSign's domain.
• Signer Can't Access the Document: Verify that the recipient has access to the internet and a compatible device.
• Document Errors: Carefully review the document before sending to prevent errors that cause delays.

By following these steps and strategies, you can confidently send DocuSign documents to multiple signers, ensuring a seamless and efficient process. Remember, DocuSign's help center is a valuable resource for detailed instructions and troubleshooting assistance.