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How do I send one document to two users sharing an email address?

  • When you are in the "Send for Signature" page entering the email address for the signers. Simply add the email of the signers twice (See below Screenshot). This will distinguish it as two signers. 

  • Once you have "continued to Signature Placement" use the option called "Select Participant" to choose between the two emails. (second email address, signified by “(1)”)

  • Your client will receive a notification email to sign the document. Once the Primary tax payer has signed they will receive a second notification email that the second tax payer will sign

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 202

 

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