---
title: "Invite to sign"
url: "https://docs.signnow.com/docs/word-excel-add-in-invite-to-sign"
type: "page"
section: "Integrations"
slug: "word-excel-add-in-invite-to-sign"
---

# Invite to sign

# Invite to Sign

Open the document you want to send for signature.

> The add-in supports Word documents (`.docx`) and Excel spreadsheets (`.xlsx`) with a maximum file size of **50 MB**.

In the ribbon, select **SignNow** > **Open SignNow Sidebar**.

Click **Invite to Sign** on the sidebar.

![click_invite_to_sign.png](/reference-assets/images/addin_word/click_invite_to_sign.png)

Change the document name if needed.

![invite_doc_name.png](/reference-assets/images/addin_word/invite_doc_name.png)

Click **Continue** to open the document in the SignNow editor.

## Manage recipients

If your document doesn’t have fillable fields yet, the **Manage Recipients** panel will open automatically.

![invite_manage_recipients.png](/reference-assets/images/addin_word/invite_manage_recipients.png)

- Add recipients and CC recipients.
- Enter email addresses.
- **Customize roles:** Rename roles for clarity (e.g., change *Recipient 1* to *Buyer*).
- **Define access:**
    - **Signer:** Fills out and signs the document.
    - **Approver:** Reviews and approves the document.


>  You can reopen this panel anytime while editing by clicking **Manage Recipients**. Click **Save and Continue** to close it.

## Add fillable fields

Drag and drop fields from the left-side panel anywhere on your document.

Click a field to configure its settings in the right-hand panel:

- Assign the field to a specific recipient.
- Mark as **Required**.
- Adjust position.
- Add a **Payment Request** (available for text fields only).

![invite_fillable_fields.png](/reference-assets/images/addin_word/invite_fillable_fields.png)

> If you don’t add any fillable fields, the document will be sent as a FreeForm invite, meaning recipients can place their signatures anywhere on the document.

## Add your data

### **Add your data (Pre-filling)**

If you need to add your own information before sending:

- Click **Me (Fill Out Now)** on the left-side panel.
- Add elements like Text, Signature, Today’s Date, Checks, Initials, or Stamps.
- Alternatively, use the quick tools in the upper panel.

![invite_add_myself.png](/reference-assets/images/addin_word/invite_add_myself.png)

Click **Save and Close** to proceed.

## Set up and send

On the **Set up and Send** page:

- Add or edit email addresses for Signers and CCs.
- Use the toggle at the top to enforce a sequence.

> The Approver role requires the signing order to be enabled.

- Customize the email subject and body text.

![invite_setup_send.png](/reference-assets/images/addin_word/invite_setup_send.png)

- Click the **Gear icon** next to a recipient to set up:
    - 2FA Authentication (Password/Phone).
    - Expiration dates.
    - Reminders.

![invite_recipient_settings.png](/reference-assets/images/addin_word/invite_recipient_settings.png)

- Click **Actions on Completion** to configure what happens after signing (e.g., redirect links or document forwarding).

![invite_action_on_completion.png](/reference-assets/images/addin_word/invite_action_on_completion.png)

When ready, click **Send Invite** (or **Send Invite to First Recipient** if the signing order is enabled).


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*Full page: https://docs.signnow.com/docs/word-excel-add-in-invite-to-sign*