DocuSign recipients
Format:
Recipient ID: Recipient Name: Recipient Email: Signature Order: Action: Type: Access Code: In Person Signer Name: Captive Recipient
Recipient ID: This is the DocuSign Recipient ID number, which controls which DocuSign Recipient Tag they have access to view, sign, or fill in.
Here are the different recipient types that are supported by our integration.
Agents—An agent recipient can add name and email information for recipients that appear after the agent in routing order.
Carbon Copies—Carbon copy recipients get a copy of the envelope but don't need to sign, initial, date, or add information to any of the documents. This type of recipient can be used in any routing order. Carbon copy recipients receive their copy of the envelope when the envelope reaches the recipient's order in the process flow and when the envelope is completed.
Certified Deliveries—Certified delivery recipients must receive the completed documents for the envelope to be completed. However, they don't need to sign, initial, date, or add information to any of the documents.
Editors—Editors have the same management and access rights for the envelope as the sender. They can make changes to the envelope as if they were using the Correct feature. This recipient can add name and email information, add or change the routing order, and set authentication options for the remaining recipients. Additionally, this recipient can edit signature/initial tabs and text tabs for the remaining recipients.
In-Person Signers—An in-person recipient is a DocuSign user who is in the same physical location as the signer. This is done with our Captive option.
Intermediaries—An intermediary is a recipient who can, but is not required to, add name and email information for recipients at the same or subsequent level in the routing order, unless subsequent agents, editors, or intermediaries are added.
Signers—A signer is a recipient who must sign, initial, date, or add data to text tabs on the documents in the envelope.