✅ What You Can Do:
Send documents to anyone
Add recipients directly when sending - no need to create clients first.Add multiple recipients at once
Send the same document to multiple people in one go.Personalize your messages
Add custom messages to make your emails more personal.
Method 1: From the Send Page
This is the most common way to add recipients:
Open the document you want to send
Click "Send" or navigate to the send page
You'll see a screen that says "Select your recipients and write your message"
You'll see a screen that looks like this:
[Screenshot: Send page with Add Recipient button]
Add Recipient Details
👉 Click the "Add Recipient" button
Enter recipient details:
First Name
Last Name
Email address
Add multiple recipients if needed by clicking "Add Recipient" again
Optionally write a custom message to personalize the email
You'll see a form that looks like this:
[Screenshot: Recipient form fields]
Send Your Document
Review all recipient information
👉 Click "Send" to send the document
Recipients will receive an email notification automatically.
What Are Recipients?
Recipients are the people who will receive your document. They can be:
Existing clients from your client list
New people you're sending to for the first time
Anyone with an email address
Note: You don't need to create clients separately first. You can add recipients directly when sending a document.
What Happens Next?
After you send:
Recipients receive an email notification
They click the link to view the document
They can sign or complete the document directly in their browser
You'll be notified when they complete signing
Troubleshooting
❓ I don't see the "Add Recipient" button.
Make sure:
You're on the Send page
The document is ready to send
You have permission to send documents
❓ The email address is invalid.
Check:
The email format is correct (e.g., name@example.com)
There are no extra spaces
The email address is active
❓ Recipients aren't receiving emails.
Try:
Checking spam/junk folders
Verifying email addresses are correct
Checking your email sending settings
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.
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