Workflows

Navigate to the Signer editor

While you can add and edit signers directly from a signature field on any PDF, you can use the Signer editor to manage all of your signers for a Workflow in one place. From here you can add new signers, edit signers, determine the order your signers sign in, and change the e-signature provider for a Workflow.

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Navigate to the PDF editor.

How to navigate to the PDF editor

Navigate to the `Signer` tab.

With the PDF editor panel open to the left of your PDF, click the Signers tab at the top. Note: the signer panel is accessible from any PDF in your Workflow.

Edit signers.

From here you can add a signer, edit a signer, delete a signer, reorder signers, or change your e-signature provider for this Workflow.

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Navigate to the Signer editor

Navigate to the PDF editor.

Navigate to the Signer tab.

Edit signers.

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Navigate to the `Signer` tab.