How to exclude signers on the send page

Suppose you have a template with multiple recipients, but it needs to be adapted for fewer signers. In that case, you can exclude signers on the send page without preparing a new template.

For example, an agreement with a maximum of five parties can be sent to just three parties in a particular instance.

To exclude one or more signers, access the desired template on the send page and choose the option ' Skip this one’. A highlighted ‘Skip this one’ message is shown for any skipped signers.

You may also be interested in how to add multiple signers on a document.