+2When adding recipients to an envelope the “Role” field no longer appears. It was there yeaterday. I notice the role still appears in the template screen.
I checked recent release notes and didnt find anything about this change.
Was the system changed to remove roles? or do I need to fix something to get the field back?
Best answer by dea.allgood
The concept of a “Role” only applies to a template. When you send an envelope without a template, no role name will be available. The idea is that in a template you are building a reusable process where the recipients will change, so it is important to define the “role” of that recipient. In an ad-hoc envelope, there is no role since this is only being used for this one workflow. I hope that helps!
+18Hello,
Could you send a screenshot about this issue, pls?
Thank you,
Alexandre
The concept of a “Role” only applies to a template. When you send an envelope without a template, no role name will be available. The idea is that in a template you are building a reusable process where the recipients will change, so it is important to define the “role” of that recipient. In an ad-hoc envelope, there is no role since this is only being used for this one workflow. I hope that helps!
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