Ensure Your Participants are Notified

After adding your documents to the document packet, you can set up the document Participants. These would be anyone needing to sign or approve the document, including your self. 
To add a participant simply click the +Add Participant button.
If you need to sign the document as the agent click the button marked You Need to Sign
The document will be sent out in the order it was configured from top to bottom. If you would like the document to come to your self first as the agent to sign please add your self as the first participant or change the order of signing by clicking the green arrow next to the participant information.


Was this article helpful?
1 out of 2 found this helpful