How Do I Designate Who I Am Sending the Document to for E-Signature?

On the Add Signers page, follow these steps:

1. Enter the name and email address or phone number of the signer.
2. If sending via email, keep the default selection.
3. If sending via SMS, toggle "Email" to "Text" and enter their phone number.
4. Click Next to proceed with document setup.

Once added, the signer will receive the document via the chosen delivery method.