How to assign form fields to multiple signers across different documents in BoldSign?

In BoldSign, you can easily manage multiple signers and assign them specific documents with tailored form fields. This feature is perfect when you need each signer to complete only the form relevant to them.

Follow these steps to add form fields for each signer on their respective forms:

• Click on Create New, go to Create New Document and you will be directed to the Prepare document for signing page.
• Add files on the Add files section and add Recipients.
• Enter the name and email address of the first recipient (Person 1) in the Add Recipients section.
• Click the Add Recipient button to include the second recipient (Person 2) and enter their details.

• Then click Next to go to the Configure fields page.
• From the recipient drop-down menu, select Person 1, and drag and drop the required fields onto the first document.
• Select the Person 2 from the drop-down menu and drag and drop the required fields onto the second document.

• Once all fields are configured correctly for each signer, click Send to initiate the signing process. Each signer will then receive the assigned fields on their respective documents.

For more details, please refer to the following articles:

• How to add form fields for each signer?
• How to add multiple recipients for a signature request?