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Add signers

After uploading your document, add the people who need to sign it. Each signer gets their own set of fields and their own signing link.

Adding a signer

  1. On the Signers step, click Add signer.
  2. Enter the signer's full name and email address. These appear in the signing email and on the completed document.
  3. Optionally, add a message — a short personalised note included in the signing email for this signer.
  4. Repeat for each additional signer.

Signing order

By default, all signers are notified at the same time and can sign in any order (parallel signing).

To require signers to complete in a specific sequence (sequential signing):

  1. Toggle Set signing order on the Signers step.
  2. Drag signers into the order you want, or type an order number next to each name.

With sequential signing, each signer receives their notification only after the person before them has finished. This is useful when a manager must countersign after the employee, or when legal review must precede executive signature.

Editing or removing a signer

While the envelope is in Draft, click the ··· menu next to any signer to edit their details or remove them. Once an envelope is sent, signer email addresses cannot be changed — void the envelope and create a new one if you need to correct a recipient.

Signer limits

PlanMax signers per envelope
Beta / sandbox10
Production10

Need more than 10 signers? Contact support — higher limits are available on request.