What My Clients Can Expect if They Share the Same Email Address
You can add your client’s names and the email address you wish to send the documents:
If you set a routing number (eg: Client 1 - routing 1 and Client 2 - routing 2) without passwords, there will only be one email that comes in for the first Client to sign. When they open their email and click on “start Signing Session
It will Show the Clients name the signing session is for:
Once the First Client has completed, there will be another email for the 2nd client to sign.
b) if you send documents for Signing to both clients with no routing order and no password, both emails with come in at the same time. Again, to verify which client the session belongs to, click on “Start Signing Session”
and then the Name of the client will appear at the top of the page: