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In some cases, there can be document recipients who not appear on any of the forms. Their only purpose in the signature process is to acknowledge that they have viewed the documents. To set up an additional signer, perform the following steps:
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Click on the Add button in the Recipient section. |  Image ModifiedFigure 9: Adding Signers |
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The Details form opens. Enter all the details of the new signer and set the Recipient Type, Recipient Mode and Recipient Authentication Mode. NoteIn this example, we are setting up the KBA authentication mode for a remote signer. | %20-%20Details.JPG?version=1&modificationDate=1588782341678&cacheVersion=1&api=v2&width=340) Image ModifiedFigure 10: Adding Signers (1) - Details |
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Click Save to save the changes and go back to your Recipient Transactions screen. The signer is added to the Recipient section. Note Click on the eSign button to generate the document bundle and send it over to the first signer in the list. As there is no Order Index specified in this example, all the signers will receive the documents at the same time. The rep receives the documents to sign once all the recipients have finished signing. |  Image ModifiedFigure 11: Adding Signers (2) – Recipient Section |
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