This Month's Topic: Recipient Roles
What are recipient roles?
Recipient roles define what each person in your envelope is expected to do—sign, view, edit, or approve an agreement. Configuring these roles correctly ensures your agreement is routed efficiently and completed without unnecessary delays.
What you’ll learn:
During this month’s round-up, we’ll review several questions related to managing recipient roles in Docusign eSignature. We’ll cover:
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How to add routing complexity with advanced recipient actions—like specifying or updating recipients, using standard or manager roles, or disabling witness/in-person signing through admin settings
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Best practices for configuring recipient types when preparing envelopes and templates
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Conditional routing techniques to automate envelope delivery based on department, threshold amount, or other conditions
Why you should join:
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If you send or manage agreements, especially those with multiple signers, this session is for you
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If you use Docusign for contract workflows, you'll learn how to maximize your use of recipient roles
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If you have questions about correcting envelopes or customizing recipient permissions, you’ll have a chance to ask an expert live
Some Community questions that may be covered:
Recipient role for review only (Need to View Recipient)
Signer Roles Workflow (Allow to Edit Recipient)
Edit Recipient feature (Specify Recipient vs Edit/Need to Sign Recipients)
Recipient set as "Allow to Edit" - edits they made are not saved (Correcting Envelopes)
About Monthly Round-Up series:
In collaboration with Docusign University, the Monthly Round-Up series brings you answers to the Community’s most commonly asked questions from the past month. Docusign University’s expert trainers will address trending topics, provide live demonstrations, and share practical solutions to help you get the most out of Docusign.