Click Move Up and Move Down to change the recipient's order.
Changing a Recipient's Type
After saving a recipient, you can change the recipient type.
To change a recipient's type
Open the relevant template from the template List page.
Go to the Recipients section and locate the relevant recipient.
Click the User icon (). A drop-down menu displays the type options.
Select one of the recipient types in the following table:
Recipient Type
Description
Recipient
Add a recipient as an account sender or an individual user with an email address.
Group
Add a recipient to an existing group within the account. This type is not visible if groups are not configured in the account.
Myself
Add yourself as a recipient. This type is not visible if you are already a recipient on the template.
Placeholder
Add a recipient as a signer whose identity is determined later. This can be useful if, for example, you are creating a transaction from a template. However, all placeholders must be replaced by real signers before a transaction is distributed for signing.
Configuring Recipient Settings
After adding a recipient, you can update the recipient's personal details, authentication method, and other additional settings.
To configure a recipient settings
Open the relevant template from the template List page.
Go to the Recipients section and locate the relevant recipient.
Click the More icon (), and click Settings.
Select any of the following tabs, and configure its settings:
Tab
Settings
Recipient
The Type field displays the recipient's type, which is read-only. You can change the following fields for the recipient:
Role
First Name
Last Name
Email
Title, Company
Language
Authentication
Specifies the authentication method that is used to verify the recipient's identity. This action is available only for the Recipient recipient type. You can select any of the following authentication methods:
None
SMS
Q&A
Attachments
Specify one or more supporting documents (e.g., a driver's license) that the recipient must upload before the signing is completed. This action is not available for the Myself recipient type.
Advanced
Personal Message: Type a personal message for the recipient. This action is available only for the Recipient and Group recipient types.
Change Signer: By default this toggle button is OFF. If you toggle it ON, during the signing the recipient can delegate their role in the transaction to another recipient. This action is available only for the Recipient and Group recipient types.
Email Delivery: By default this toggle button isOFF. If you toggle itON, the recipient receives the transaction's signed documents as an email attachment. This action is available only for theRecipientandGrouprecipient types.