How to Add Signers and CC Recipients to a Document

Created by Apryse Bot, Modified on Tue, 14 Apr at 6:32 AM by Kelly Revilla

The Signers & CCs section is where you add the people who need to sign or receive a copy of your document. This applies when creating a document with the Me & Others or Others Only document type.

Add signers to a document in Xodo Sign

Understanding recipient roles

Each recipient you add can be assigned one of two roles:

Signer — This person must sign the document. They will receive an email with a link to review and sign.
CC (Carbon Copy) — This person receives a copy of the document for their records but does not need to sign. They are notified when the document is completed.

How to add signers and CC recipients

From the New Document page, scroll to the Signers & CCs section.
Enter the recipient's full name in the "Signer's Name" field.
Enter the recipient's email address in the "Signer's Email" field.
Use the role dropdown (labeled "Signer" by default) to change the role to CC if this person should only receive a copy.
Optionally, enable the Signer authentication toggle to require SMS or PIN verification before signing.
To add more recipients, click Add Signer or CC and repeat the steps above.

Autocomplete from contacts

As you start typing a name or email address, Xodo Sign will show suggestions from your saved contacts. Click a suggestion to auto-fill the name and email fields for that contact.

Save Contacts

At the bottom right of the Signers & CCs section, you will see a Save Contacts checkbox. When checked, any new recipients who are not already in your contacts list will automatically be saved for future use.

Signing Order

If you have multiple signers and want them to sign in a specific sequence, check the Signing Order checkbox at the top right of the Signers & CCs section. This allows you to set the order in which each signer receives and signs the document.