How to add recipient information quickly

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1. This guided demo shows how to add recipient information quickly using Signeasy.

2. Click your profile icon.

3. Click on "Account and settings".

4. Go to "Manage contacts".

5. Choose your Google account or Outlook account to sync contacts. Next time you send a document for signature, your contact information will show up in recipient information.

6. Next, click on "Send for Signature" on the Home screen.

7. Once you've uploaded the documents you can add the recipient information by following these steps.

8. Add the signer details, including their name and email in the provided fields.

9. Your synced contacts will now be auto-populated.

10. You can enable two-step verification for recipients and send the document to them via text (SMS).

11. Click on "**Add Signer**" to include additional signers.

12. Click this toggle to enable signing order, ensuring recipients receive the document sequentially for signing.

13. You can add a recipient to receive a carbon copy (CC), ensuring they stay informed without needing to sign the document.

14. Click **Next** to add the required fields for the recipient to complete.

15. You’ve successfully added recipient information using Signeasy

Frequently asked questions

How do you monitor a contract?
To monitor a contract on Signeasy means to check its real-time status. Signeasy shows you who has signed, whom it’s pending on, and whether the contract is completed, declined, voided, expired, lapsed, or still awaiting signatures.
How do companies keep track of contracts?
Companies can keep track of contracts using contract management tools like Signeasy. From one place, they can view the status of each document, see who has signed or is yet to sign, and monitor if a contract is completed, pending, declined, expired in real time. Signeasy also give the account owner visibility into all documents sent by their team, making it easy to stay on top of everything.
How to keep track of agreements?
You can keep track of agreements using Signeasy by viewing real-time status updates for each document. It shows who has signed, who it’s pending on, and whether the agreement is completed, declined, voided, expired, or lapsed. If you're managing a team, Signeasy also gives you visibility into all agreements sent by team members, so you have full oversight.