A party is one side of the agreement, for example your company on one side and your client on the other. Under each party you add the people who sign for that side.
- Give each party a name, such as the company name or the person's full name.
- Under the party, enter each signer's name and email address. A phone number is optional, and you need it only if you want to send the signing link by WhatsApp later.
- To use a saved client, start typing in the first field of the signer row, or click it and pick the client from the list. Their details fill in by themselves.
- Use + Add Signer to add another person to the same side, and + Add party to add another side. You can have up to ten parties, labelled A to J.
- Choose the Routing Mode. Parallel invites everyone at once. Sequential invites the signers one after another, in the order you set under Signing order.
Your plan sets how many signers and parties one document can have. If you reach the limit, remove a signer or upgrade your plan.