How to add other parties to sign

Step 1: Start the Signing Process

1. Click "Signature" from the left-hand panel.

2. Then, click the gear icon labeled "Manage" located at the top right, just below the Signers and Fields section.

Step 2: Choose Who Will Sign

• You’ll see two tabs:

  • Only Me – for documents that only require your signature.

  • You and Others – for documents that need signatures from other parties.

Note: If you add any signer other than yourself, the system will automatically switch the tab to “You and Others” the next time you access this document.

Step 3: Add Other Signers

1. Click “Add Signer”.

2. Enter the signer’s full name and email address.

   • Start typing to see saved signer contacts from your global signer list.

3. Select the signer from the dropdown, or enter new details if they are not yet saved.

Step 4: Assign Signature Fields (if applicable)

• Use the drag-and-drop builder to assign where each signer needs to sign.

• Make sure every signer has at least one assigned field before sending.

Step 5: Send for Signature

1. Review the signer list and assigned fields.

2. Click “Send” at the top right.

3. Each signer will receive an email with a secure link to access and sign the document.

Editing or Updating Signer Information

• You can edit signer details at the document level anytime before sending.

• To update a saved signer’s contact info in the system:

  1. Remove the existing contact from the dropdown list when adding a signer.

  2. Re-enter the updated name and email address.

  3. This will save the updated contact to your global signer list for future use.

For support, you can reach us at support@rushpdf.com or chat with our Customer Support team, available Monday to Friday, 9:00 AM – 6:00 PM EST.