I would like to know the difference between the action "Receives a copy" and "Needs to view". In the first one, we inserted someone just to monitor the process, without effective action. In the second one, is an "Ok" required from the entered person?

Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you are looking for the difference between the recipient actions "Receives a Copy" and "Needs to View".

The overall difference is that, for the "Needs to View" recipient role, they would need to open the envelope and view it for it to continue to the next recipient, meanwhile the "Receives a Copy" recipient role doesn't need the recipient to open it, they would just get a copy, so it will automatically continue to the next recipient: https://support.docusign.com/s/document-item?bundleId=ulp1643236876813&topicId=sqo1578456318623.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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