This topic describes the following actions:

Adding Recipients to a Template

To add recipients to a template

  1. Open the relevant template from the template List page. 
  2. Go to the Recipients section. 
  3. Click Add Recipient. A new row appears for a new recipient with a Placeholder Name. 
  4. With multiple recipients are added, you will see the Set signing order toggle appear. With the toggle enabled, you can specify signing order for your recipients. A number appears beside each recipient in the list.
    1. Drag and drop recipients into the correct order using the Sequence icon () on the left.
  5. Click the More icon () to take the following actions:
    1. Click Edit Details to modify the recipients details. For more information, see Configuring Recipient Settings. 
    2. Click Add authentication method to require an Authentication Request to the recipient (SMS, Q&A, Q&A and SMS). 
    3. Click Add attachments request to specify files the recipient must upload in order to complete signing. Provide the name of the document, a description and toggle if the document is Required. 
    4. Click Advanced Settings 
    5. Click Move Up and Move Down to change the recipient's order.
    6. Click Remove to delete the recipient.

Changing a Recipient's Type

After saving a recipient, change the recipient type from Placeholder to Recipient.

To change a recipient's type

  1. Open the relevant template from the template List page. 
  2. Go to the Recipients section and locate the relevant recipient.

  3. Click the User icon (). A drop-down menu displays the type options.

  4. Select one of the recipient types in the following table: 

    Recipient TypeDescription
    Recipient

    Add a recipient as an account sender or an individual user with an email address. 

    GroupAdd a recipient to an existing group within the account. This type is not visible if groups are not configured in the account.
    MyselfAdd yourself as a recipient. This type is not visible if you are already a recipient on the template.
    PlaceholderAdd 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

  1. Open the relevant template from the template List page. 
  2. Go to the Recipients section and locate the relevant recipient.
  3. Click the More icon (), and click Edit Details.

  4. Select any of the following tabs, and configure its settings: 

    TabSettings
    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 is OFF. If you toggle it ON, the recipient receives the transaction's signed documents as an email attachment. This action is available only for the Recipient and Group recipient types.
  5. Click Save.