Introduction
Managing recipients effectively while signing PDFs and PDF templates ensures a smooth and organized signing process. This guide will walk you through the steps to add and manage recipients, including setting the signing order for multiple recipients in BoloSign.
Step-by-Step Guide to Manage Recipients in BoloSign Dashboard
1. Click on "PDF"
2. Upload a file from your system
3. Fill in all the details
4. Click on "Confirm"
5. You can choose the desired field from the available options.
6. Click on "Manage Recipients"
7. A dialog box appears, prompting you to enter the email address of the recipient. Additionally, you can set the signing order for multiple recipients by providing their email addresses.
8. Click on "Enter email address" to input the email of the necessary recipient.
FAQs
How do I manage multiple recipients in BoloSign?
Use the "Manage Recipients" feature to add multiple email addresses and set the signing order for each recipient.Can I assign roles to recipients?
Yes, you can assign specific roles to each recipient to clarify their responsibilities.Is it possible to send reminders to recipients?
Yes, you can send reminders to recipients if they have not signed the document within a specified timeframe.
Conclusion
Managing recipients effectively in BoloSign ensures a streamlined and organized signing process. By following these steps, you can easily add recipients, set the signing order, and ensure that each recipient knows their role. This efficient management helps maintain the flow of documents and ensures timely completion. BoloSign’s intuitive interface makes recipient management straightforward, enhancing your overall document workflow.