Parallel Signatory Routing

Note: Integration described on this webpage may temporarily not be available.
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How to send a PDF for signature
How to send a PDF for signature
01
Choose a document in your pdfFiller account and click signNow.
Screenshot 1
How to send a PDF for signature
02
Add as many signers as you need and enter their email addresses. Move the toggle Set a signing order to enable or disable sending your document in a specific order.
Note: you can change the default signer name (e.g. Signer 1) by clicking on it.
Screenshot 2
How to send a PDF for signature
03
Click Assign fields to open your document in the pdfFiller editor, add fillable fields, and assign them to each signer.
Note: to switch between recipients click Select recipients.
Click SAVE > DONE to proceed with your signature invite settings.
Screenshot 3
How to send a PDF for signature
04
Select Invite settings to add CC recipients and set up the completion settings.
Click Send invite to send your document or Save invite to save it for future use.
Screenshot 4
How to send a PDF for signature
05
Check the status of your document in the In/Out Box tab. Here you can also use the buttons on the right to manage the document you’ve sent.
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How to Parallel Signatory Routing

Stuck with different programs to modify and manage documents? We've got an all-in-one solution for you. Use our document editing tool to make the process fast and simple. Create fillable forms, contracts, make document templates, integrate cloud services and utilize more useful features within your browser. You can use Parallel Signatory Routing with ease; all of our features, like signing orders, reminders, attachment and payment requests, are available instantly to all users. Have the value of full featured program, for the cost of a lightweight basic app.

How-to Guide

How to edit a PDF document using the pdfFiller editor:

01
Download your document to the uploading pane on the top of the page
02
Choose the Parallel Signatory Routing feature in the editor's menu
03
Make the required edits to the document
04
Click “Done" button in the top right corner
05
Rename the document if it's needed
06
Print, share or download the template to your computer

How to Use the Parallel Signatory Routing Feature in pdfFiller

The Parallel Signatory Routing feature in pdfFiller allows you to streamline the signing process by sending a document to multiple signatories simultaneously. Here's a step-by-step guide on how to use this feature:

01
Log in to your pdfFiller account and upload the document you want to send for signature.
02
Click on the 'SendToSign' button located at the top of the page.
03
In the 'Recipients' section, enter the email addresses of all the signatories you want to send the document to. Separate multiple email addresses with commas.
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Customize the signing order by dragging and dropping the recipients' names in the desired sequence. This will determine the order in which the signatories will receive the document.
05
Optionally, you can add a message to the signatories in the 'Message' section. This can be used to provide instructions or additional information about the document.
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Choose the 'Parallel' routing option from the 'Routing' dropdown menu. This will ensure that all signatories receive the document simultaneously.
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Click on the 'Send' button to send the document for signature.
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Each signatory will receive an email notification with a link to access the document. They can then review and sign the document electronically.
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Once all signatories have signed the document, you will receive a notification and the signed document will be available in your pdfFiller account.

By following these simple steps, you can easily use the Parallel Signatory Routing feature in pdfFiller to streamline the signing process and ensure efficient collaboration among multiple signatories.

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
Administrator in Real Estate
2019-02-25
What do you like best?
The best features are (1) the ability to easily import and that it converts with accuracy and (2) the ability to manipulate doc - more specifically merge, edit, copy, etc.
What do you dislike?
The only feature that does not seem intuitive at times is the folder structure and how the files are organized. When editing a doc it will always move a doc to the top because it is the most recently viewed or edited doc - but this sometimes makes it confusing. Similar to Outlook, it would be nice to have easier drag and drop feature for organizing the docs.
Recommendations to others considering the product:
This is a quick out of the box product, overall very intuitive and easy to use.
What problems are you solving with the product? What benefits have you realized?
Able to import and edit docs as well as having them signed online.
5
Josh Massey
2019-03-04
User Friendly Site! I was thrilled to find a site that would allow me to modify PDF files. Furthermore, being able to save and share the files, once I modified them was extremely helpful. Overall, I found the whole site to be very user friendly.
5
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