Skip to main content

How do I add recipients to send a document?

Written by Perry Smith

✅ 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:

  1. Open the document you want to send

  2. Click "Send" or navigate to the send page

  3. 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

  1. 👉 Click the "Add Recipient" button

  2. Enter recipient details:

    • First Name

    • Last Name

    • Email address

  3. Add multiple recipients if needed by clicking "Add Recipient" again

  4. 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

  1. Review all recipient information

  2. 👉 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.

Did this answer your question?

😞😐😃

Did this answer your question?