Login to Navigator for Admins

Select Forms in the left-hand menu

Select the name of the form to open additional details or create a new form

Select the pencil next to Recipient Roles

Select a Recipient Type and optionally add a Custom Display Name. The custom display name is what will be shown to the form recipients.

Select Add Recipient Type. Repeat for any additional recipients you would like to add to the form.

Select Update to return to the form builder

A signature block will be added in the toolbox under Collect Signatures for the new Recipient Role that was added to the form. Click and drag it to the location you would like to add it to on the form.

Login to Navigator for Admins

Select Forms in the left-hand menu

Select the name of the form to open additional details

Select the pencil next to Recipient Roles

Select a Remove next to the recipient role you would like to delete from the form

Select Update to return to the form builder. Once you select update, this can not be undone. All signatures from the recipient type that was removed will be deleted from the form automatically.