Go to Team View, then Documents.
Find the document you want to assign, then select Assign.
Set up the assignment:
Documents: Select one or more documents to assign.
Recipients: Assign by individual, location, or department.
Description: Include guidance or context for signers.
Notifications: Choose whether to notify signers by email, text, or both.
Select Assign.
？How does signing work when a document requires both a team member and a company signer?
If a document requires both a team member and a company signer, all signers are notified at the same time. There is no signing order. Once all required signatures are collected, the completed document is saved in the team member’s profile, under the Documents tab.