Prerequisites: You have Edit access to Signing.
Signers are the entities and people who sign your documents. The Signers area is the single record of everyone involved in signing on a matter. It is where you set signers up, track their progress and keep their details up to date.
You can add signers here in advance, so they are ready to pick when you tag signature pages or add parties to a document. Signers you create anywhere else in the Signing module also appear here. See Adding parties and signatories.
Entities and people
The Signers area has two tabs:
Entities: organisations that are party to a document, for example companies.
People: individuals who sign, either in their personal capacity or on behalf of an entity.
[Screenshot: The Signers area, Entities tab.]
Adding an entity
In the Signing menu, click Signers, then the Entities tab.
Click Add and enter the entity's name.
Add an email address in the Email column if you have one. When you send through DocuSign, the document goes to the named signatories you list under the entity on each document, not to this address.
Adding a person
Click the People tab.
Click Add and enter the person's name.
Add their email address in the Email column.
A person needs a valid email address before you can send them a pack through DocuSign. For an entity, each named signatory under it needs one.
Two people, or two entities, can have the same name. Where names match, the pickers show a second line to tell them apart: the email address for a person, and the description or contact email for an entity.
Renaming a signer
Hover over the signer's name and click the Rename icon.
Tracking progress
Status panels
Four panels at the top of each tab show how many signers are at each stage:
Panel | Meaning |
Not sent | Nothing has been sent to them yet. |
Partially sent | They have been sent some, but not all, of the documents they are a signatory on. |
Fully sent | They have been sent every document they are a signatory on. |
Signed | They have signed everything they need to sign. |
Columns
Each signer is listed with:
Column | What it shows |
Name | The entity or person. |
Their email address. Click to add one if missing. | |
Documents | How many documents they have signed out of the total they need to sign, for example 0/1. |
Signatories | How many times they have signed out of the total number of times they need to sign, across all documents, for example 0/2. |
Status | Their current stage, matching the status panels. |
Why Documents and Signatories can differ: someone might need to sign one document in two places, for example once personally and once on behalf of a company. Their Documents count would be 1 but their Signatories count would be 2. Tracking both helps you see exactly what is outstanding.
Searching
Use the search bar on either tab to find an entity or person by name.
Copying a link to a signer
Click the More actions button (three dots) on the signer's row.
Click Copy link.
The link takes you straight to that signer's entry. You could, for example, paste it into an email to show a colleague everything a particular person needs to sign.
Archiving a signer
Archive a signer when they are no longer involved in signing.
Click the More actions button (three dots) on the signer's row.
Click Archive and confirm.
Archived signers are hidden from active lists, including when tagging signature pages.
Caution: If you archive a person who is still listed on a document, they are left out of the DocuSign envelope for that document. Check the documents a person is listed on before you archive them.
Restoring an archived signer
Turn on Show archived, next to the search bar.
Click the More actions button on the archived signer's row.
Click Restore.