Step 2- Configure Participants

The document will be sent out in the order it was configured from top to bottom. For example, 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.

If your participant(s) are going to sign In Person (Pro Feature), check the "In Person Signer" box. Please see the In-Person Signing article for more information.

For advanced options, click the + Advanced link to open the Advanced sidebar below the participant information. Here you can create a reusable form (Pro Feature) (see the Reusable Forms article) or add more pages to this document by clicking the "Upload File" option. 

To add more pages to the current document, click the Upload File button and select a file from your computer. All the pages in that file will be added to the end of the current document.

Once participants are added click the "Next" button to continue to "Field Placement"  to prepare your document.



 

This article is apart of a 4 part series that covers how to make the most of our Formstack Sign product. There's a list of articles below that you can use to navigate to the step you'd like to reference with the current step in bold.
 

Step 1 - Adding Document(s)

Step 2 - Configure Participants

Step 3 - Field Placement 

Step 4 - Sending Documents(s)