Recipient Roles
Signers, approvers, viewers, assistants, and CC recipients.
Role Overview
| Role | Action Required | Can Sign | Description |
|---|---|---|---|
| Signer | Yes | Yes | Must sign the document |
| Approver | Yes | Optional | Must approve the document |
| Viewer | Yes | No | Must view the document |
| Assistant | Yes | No | Can pre-fill fields for other recipients |
| CC | No | No | Receives a copy after completion |
Role Details
Signers are the primary recipients of a document. They must complete all signature fields assigned to them before the document can be finalized.
What they can do:
- Sign signature fields assigned to them
- Fill out any other fields assigned to them (text, date, checkbox, etc.)
- Download the document after signing
What they cannot do:
- Sign on behalf of other recipients
- Modify fields assigned to other recipients
When to use this role:
- Contracts requiring a legally binding signature
- Agreements where the recipient must formally consent
- Any document that requires a signature to be valid
Signing Order
You can control the sequence in which recipients receive and act on a document by enabling signing order.
All recipients receive the document simultaneously and can act in any order. The document is completed when all required recipients have finished their actions.
Related
- Add Recipients - How to add recipients to a document
- Field Types - Learn about the different field types you can assign to recipients