it.ucsf.edu

Types of recipients

Jennifer Thi's picture
Recipient Action Description Required action 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 any other data onto the document itself yes yes no no no
In Person Signer Create a tablet signing session: the sender acts as the "signing host" and the signer is places 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
Allow to Edit Fill in name/email for subsequent recipient(s); can also make any changes to envelope, including adding or deleting from routing, documents, or tags. Note that this recipient cannot correct changes after they have been submitted. yes no yes yes + can leave note yes
Update Recipients Fill in name and email for subsequent recipients; can also void envelope or correct recipient names or emails until those recipients have taken action yes no no yes + can leave note no
Specify Recipients Fill in name and email for subsequent recipients; can also void envelope but cannot correct recipient information once sent yes no no yes + can leave note no
Needs to View Receive a copy of the envelope, for viewing only yes no no no no