GUIDE
Two Signers and a Carbon Copy
When setting up a workflow where there are multiple signers and a participating party that does not need to sign, but requires a copy of the executed document, use the following setup:
1. From the dashboard, choose the “Me & Partner” option.
2. Upload the document you wish to sign
3. Customize Document Information (optional)
4. Add the first participant name and email. Using the drop down to the right of the email address, choose the participant role (if they do not need to edit the document, choose “Need to Sign).
5. Click “Add Participant” and fill in their name and email address. For Carbon Copy role choose “Will Receive a Copy” in the role drop down to the right of their email address.
If you’re still having trouble, please email support@signonthego.us and one of our support staff will be able to assist you further.