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Manage Recipients' Action Levels

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What you need to know about each action

Recipient Action Description

Action required for routing to move forward?

 Able to enter data and/or sign? Able to add or remove recipients or modify document or workflow? Able to fill in name and email for a signer later in the routing order? Must recipient have an active sender account?
Needs to Sign
  • Sign, initial or input other data into the document 
 Yes Yes No No No
In-person Signer
  • Create a tablet-signing session 
  • The sender acts as the "signing host"
  • The signer is placed in the "signer name" slot
 Yes Yes No No No
Receives a Copy
  • Receive a copy of the envelope for viewing only
 No No No No No
Allowed to Edit
  • Fill in name, email or both for subsequent recipient(s)
  • Make changes to envelope including adding or deleting from routing, documents or tags.
  • Note: This recipient cannot correct changes after they have been submitted.
 Yes No Yes Yes, and can leave note Yes
Updates Recipients
  • Fill in name, email for subsequent recipients
  • Void envelope or correct recipient names or emails until those recipients have taken action
 Yes No No Yes, and can leave note No
Specifies Recipients
  • Fill in name,  email for subsequent recipients
  • Void envelope 
  • Cannot correct recipient information once sent
 Yes No No Yes, and can leave note No
Needs to View
  • Receive a copy of the envelope for viewing only
 Yes No No No No

Roles

Needs to Sign

  • Sign, initial or input other data into the document
  • Action is required for routing to move forward
  • This role is able to enter data and sign

In-person Signer

  • Create a tablet-signing session 
  • The sender acts as the "signing host"
  • The signer is placed in the "signer name" slot
  • The role is action is required for routing to move forward
  • The role is able to enter data and sign 

Receives a Copy

  • Receive a copy of the envelope for viewing only

Allowed to Edit

  • Fill in name, email or both for subsequent recipient(s)
  • Make changes to envelope including adding or deleting from routing, documents or tags.
  • Note: This recipient cannot correct changes after they have been submitted.
  • Action is required for routing to move forward
  • The role is able to add or remove receipetns or modify the document or workflow 
  • The role is able to fill in name and email for a signer later in the routing order and leave a note
  • The role must have an active sender account 

Updates Recipients

  • Fill in name, email for subsequent recipients
  • Void envelope or correct recipient names or emails until those recipients have taken action
  • The role requires action for routing to move forward
  • The role is able to fill in the name and email for a signer in the routing order and leave a note

Specifies Recipients

  • Fill in name, email for subsequent recipients
  • Void envelope 
  • Cannot correct recipient information once sent
  • The role requires action for routing to move forward
  • The role is able to fill in the name and email for a signer in the routing order and leave a note

Needs to View

  • Receive a copy of the envelope for viewing only
  • The role requires action for routing to move forward