Custom Plan Feature
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Begin by creating a new document or template, uploading your documents or going straight to the add recipients page.
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On the Recipients page, check the box next to Signing Order.
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Click Add Recipient.
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Click the Signer dropdown and changer the recipient type to Editor.
Note: The editor role is only available for the first recipient in a signing worklfow. If you are not seeing the option or it is disabled, confirm that you have Signing Order enabled and that they are the first recipient. For more information on how signing orders work, see Adding A Signing Order for Your Recipients.
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Enter the Editor recipients name and email.
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Add any other recipients that will be part of the workflow.
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Finish designing the document as you normally would, and then Send or Save the document.