How to send documents to multiple signers using the same email address?

In BoldSign, you can send documents to multiple signers even if they share the same email address. This is useful when signers don’t have separate email accounts.

Multiple Signers with Signing Order

• Click Create New and select the Create New Document option.
• On the Prepare document page, upload the document that needs to be signed by the recipients.
• Enable the Signing Order toggle in the Add Recipients section to specify the order of signers and avoid the error message that appears when the same email address is used for multiple recipients.
• Enter the details for each recipient, using the same email address for all of them.

• You can arrange the signing order for the recipients as desired.
• Fill in all other required fields and click Next.
• On the Configure Field page, select signers from the recipients dropdown and then assign their required form fields to the document.

• Click the Send button to send the document for signature.
• The document will first be sent to the given email address with the name of the first signer. Once the first person signs, another email will be sent to the same email address, but this time with the second signer’s name. This process will continue until all signers have signed the document.

Multiple Signers without Signing Order

• From the Prepare document page, upload the document that needs to be signed by the recipients.
• Enter the signer’s details using the common email address used by many signers.
• Fill in all other required fields and click Next.

• On the Configure Field page, assign the fields that need to be completed by the signers in designated places.
• Click the Send button to send the document for signature.

• The document is sent out successfully and a signature request email is sent to the signer.
• Open the document received via email using the signing link or from the My Documents page.

• Read and agree to the terms and conditions displayed at the bottom, then click Continue to proceed.
• Click the Start Signing option in the top-right corner to begin signing the document and fill in the required fields in your section.

• After completing your section, click the More Actions button in the top-right corner and select Save from the dropdown menu. A pop-up message saying “You have successfully saved the document” will appear at the top of the page.

• Share the signing link with the next signer using your preferred messaging app. The next signer will open the document, fill in their section, and complete the signing process.
• If more than two signers are involved, the second signer will save their changes and forward the signing link to the next signer. This process will continue until all signers have completed their sections and the signing process is finished.