How to Add Recipients and Set the Signing Order

How to Add Recipients and Set the Signing Order

  1. Select Send with DocuSign. The Envelope Wizard opens with these steps: Send Method → Recipients → Fields to Fill In (template only) → Attachments → Review & Send.
  2. On Recipients, add each person with a Name, E-Mail, and Contact Type:
    • Signer: must sign.
    • Carbon Copy: receives a copy.
    • Certified Delivery: must open the document before the envelope can complete.
    • Agent: manages the envelope on behalf of another recipient.
    • Editor: can modify the document or add fields before it reaches other recipients.
    • Intermediary: can add further recipients.
  3. Set the Routing Order. The first Signer defaults to 1, and higher numbers sign later. Recipients sharing a number act in parallel, and DocuSign moves on only when all of them have finished.
  4. Next stays blocked until every recipient has a Name and E-Mail.

Info
Carbon Copy and Certified Delivery recipients are placed after the last signer automatically. With Cc Receive At Complete on (DocuSign Administration → Conditions), they stay last even if you add signers later.