Every Tenrion envelope needs at least one signer. This article covers everything about adding and managing the people involved in a signing workflow.

Signer Roles

Tenrion supports three recipient types:

Role	Can sign?	Gets final copy?
Signer	Yes	Yes
CC (copy only)	No	Yes
Approver	No (views only)	Optional

Approvers are available on Standard and Business Pro plans.

Adding Signers

In the envelope creation flow, go to the Recipients step
Click Add signer
Enter the signer’s full name and email address
Optionally, add a private message visible only to that signer

Using Saved Contacts

If you’ve sent to this person before, Tenrion remembers them. Start typing their name or email in the recipient field and select from the suggestions.

To manage your contacts library: go to Contacts in the left sidebar.

Signing Order

Sequential Signing

Use this when each signer must complete before the next one begins:

Set the Signing Order toggle to “Sequential”
Drag signers into the desired order, or use the order number field
Signer 1 receives the invite first; subsequent signers are notified automatically as each step completes

Common uses: Internal legal approval → client signature, manager sign-off → employee acknowledgement.

Parallel Signing

All signers receive their invite at the same time. The envelope completes when all have signed, regardless of order. This is the fastest option when sequence doesn’t matter.

Authentication Options

For sensitive documents, you can require additional verification before a signer can access the document:

Email link (default) — signer clicks a unique link in their invite email
Access code — you set a PIN or passphrase that you communicate separately
SMS verification — signer receives a one-time code on their phone (Business Pro)

To set authentication: click the … menu next to a signer’s name and select Authentication settings.

Editing Signers Before Sending

You can freely add, remove, and reorder signers before clicking Send. Once sent, signer details are locked.

Reassigning a Signer

If a signer has left the company or is unavailable, you can reassign their signing action to another person:

Go to the envelope in your Sent tab
Click Actions → Manage signers
Find the pending signer and click Reassign
Enter the new recipient’s name and email

The envelope history logs the reassignment. The original signer’s access is revoked immediately.

Adding a Signer to an In-Progress Envelope

You cannot add a brand-new signer to an envelope that is already out for signature. If you need to add someone, you must void the current envelope and create a new one.

Adding and Managing Signers