Click on the Add button in the Recipient section.

Figure 9: Adding Signers

The Details form opens. Enter all the details of the new signer and set the Recipient Type, Recipient Mode and Recipient Authentication Mode.

note

Note

In this example, we are setting up the KBA authentication mode for a remote signer.

Note

In this example, we are setting up the KBA authentication mode for a remote signer.

Figure 10: Adding Signers (1) - Details

Click Save to save the changes and go back to your Recipient Transactions screen. The signer is added to the Recipient section.

note

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.

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.

Figure 11: Adding Signers (2) – Recipient Section

Setting up Additional Signers

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