What is this?
This article describes the different roles that you can assign to individuals receiving a document.
Instructions
When you're sending a document out for signatures you can also include people who are involved in other ways other than signing the document. For example you could first send the document to someone to enter data, then to a person who reviews and approves that the document is ready to be sent for signatures.
To see the available recipient roles just click on the icon of the pen and select from the list. Signer is the default role however, each recipient can be assigned a role individually.
Signer
Recipients marked as Signers are required to sign the document. They may be required to enter data into fields.
Approver
Recipients marked as Approvers review and approve the document, but they are not required to sign it. They may be required to enter data into fields. If you don't add any field for the Approver then they simply need to open the document and click the Click to Approve button at the bottom of the page.
Form Filler
Recipients marked as Form Fillers are required to enter data into the form fields and submit the document.
Delegator
Recipients marked as Delegators may review the document but can’t sign, approve or accept the document or acknowledge its receipt. They need to forward the document to another user who may take the appropriate action.