Add/Remove Signer

By Julian Castellanos
2 min

Adding Signers

  1. In your NexOne Agent account, select your Client

  2. Pick a Transaction

  3. Click on NexOne Sign

  4. You will be redirected to create your Signing Session.

  1. In this section, you will be able to add yourself as a signer (only if you need to sign or initial) 

  2. Also you will be able to add your client as a signer

  3. Finally you will be able to add additional Signers (you can use the drop down menu to add existing clients/agents/lawyers).

Removing Signers

If they are the final signer in your signing session removing the signer will complete the signing session. Remaining signers will receive and email with completed documents. If you are getting the final signature in person it may be helpful to remind your electronic signers

  1.  Click Edit Signers and Documents.

2. Uncheck the box next to Add yourself as a signer or Add your client as a signer.

3. Once uncheck, click Tag Document for Signature and the uncheck (deselected) signer's tags will be removed. If they are the last signer in the routing order the signing session will close.

 All other signers will still receive an email with completed documents. If you need to get another signature, remind client's the session isn't complete.

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