Add multiple signer roles to a template and assign specific fields to each role so every signer only sees their own fields. ## Prerequisites - A DocuSeal account with access to create templates - A PDF or document uploaded to the template builder ## Steps ### Step 1: Open the template builder Go to **Templates** and click on an existing template, or create a new one by uploading a document. The template builder opens with a document preview on the right and a fields panel on the left. ![Open the template builder](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTUwLCJwdXIiOiJibG9iX2lkIn19--f4bb97905b1d15fbbd55c6c331325df81b6d2b41/step_0.png) ### Step 2: Add signer roles In the left panel, click the **+** button next to the current role name (e.g., "First Party"). Select **Add Second Party** from the dropdown. Repeat to add more roles. Each role gets a unique color (red, blue, green, etc.). ![Add signer roles](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTUxLCJwdXIiOiJibG9iX2lkIn19--0a50f1316589341d0f3e42e026f320c3504c7f81/step_1.png) ### Step 3: Select a role and place fields Click a role name in the dropdown to select it. All fields you draw or drag onto the document are assigned to that role. Drag a field type (Signature, Date, Text, etc.) from the grid onto the document, or click a field type then draw it directly on the page. ![Select a role and place fields](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTUyLCJwdXIiOiJibG9iX2lkIn19--e0e3f8875cb1716e32feaec277dd572e9cf3af5f/step_2.png) ### Step 4: Reassign a field to a different role Click any field on the document to select it. In the field controls bar above the field, click the **colored dot** on the left. A dropdown appears listing all roles. Select the target role. The field color changes to match. ![Reassign a field to a different role](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTUzLCJwdXIiOiJibG9iX2lkIn19--372106bfaaca23b1f11578daeb03bf6f9313f5c8/step_3.png) ### Step 5: Rename a role Click the role name text (e.g., "First Party") in the left panel dropdown. Type a custom name like "Landlord" or "Tenant". Press Enter or click away. ### Step 6: Reorder or remove roles Hover over a role in the dropdown to reveal **arrow** and **trash** icons. Use arrows to change signing order. Click the trash icon to remove a role and all its fields. ### Step 7: Send to multiple signers Click **Send**. Each role appears as a separate input field. Enter the email address for each signer. Click **Add Recipients**. ### Step 8: Save the template Click **Save**. The field-to-role assignments are stored with the template for all future submissions. ## Tips - Fields are color-coded per role -- red for First Party, blue for Second Party, green for Third Party, and so on. - Switch between roles in the sidebar to see only that role's fields in the field list. - You can add up to 20 signer roles per template. - When sending, only the first signer's email is required by default. Enable "Require all submitters" in template preferences to require all. ## Summary Each signer role gets its own color-coded fields. Select a role, place fields, and repeat for each signer. When you send the document, each person only fills out the fields assigned to their role.