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What is the difference between needs to view and receives a copy?

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Docusign Employee

The best explanation is the "Needs to View" must open the envelope and confirm, where "Receives a Copy" has no action to perform at all, they just receives a copy of the document based on where the "Receives a Copy" is added into the workflow. Also note that "Needs to View" will get a completed envelope notification (and document attachment) upon envelope completion. "Receives a Copy" does not automatically get a completed notification unless that Recipient Type is added specifically to the end of the workflow.

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Answer

Docusign Employee

The best explanation is the "Needs to View" must open the envelope and confirm, where "Receives a Copy" has no action to perform at all, they just receives a copy of the document based on where the "Receives a Copy" is added into the workflow. Also note that "Needs to View" will get a completed envelope notification (and document attachment) upon envelope completion. "Receives a Copy" does not automatically get a completed notification unless that Recipient Type is added specifically to the end of the workflow.

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Legacy User

"receives a copy" action can automatically show notification to more than one recipient, and not wait the recipient order?

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Legacy User

Yes, I would recommend using the Signing Order and you could set several "Receives a Copy" between other Signing individuals and the notifications for those "Receive a Copy" happen at the same time and do not delay the envelope. For example, is the Signing Order below, Recipient 1 signs or takes action, once completed 3 copies are sent and then Recipient 5 is notified to take action.

Recipient 1 Signing Order 1 - Needs to Sign

Recipient 2 Signing Order 2 - Receive a Copy

Recipient 3 Signing Order 2 - Receive a Copy

Recipient 4 Signing Order 2 - Receive a Copy

Recipient 5 Signing Order 3 - Needs to Sign

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Legacy User

If someone of the recipients 2 to 4, do not receive the copy or do not open the document, the procedure will continue to the recipient 5? Thank you,

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Legacy User

Yes, the "Receives a Copy" does not require Recipient acknowledgement. Therefore if the Sender puts in a wrong email address or the Recipient never opens the envelope via the notification the envelope still proceeds to Recipient 5 in this example.

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Legacy User

When you use needs to view does it go to them at the same time as the other signers? I have one client who needs to sign and one who wants to see what is being signed.

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Legacy User

The "Signing Order" or lack of a signing order determines which Recipient and when that Recipient takes action. If no Signing Order is used then all Recipient actions are simultaneous. If using a Signing Order then the order assigned to the Recipient tells you what action and which Recipient sees the envelope 1st, 2nd, 3rd etc etc. SO if you send an envelope without a Signing Order and you have 2 Recipients, one who is "Needs to Sign" and another that is "Needs to View" those Recipients both get notifications at the same time to take their respective action.

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docuSign recipient View Problem How do you allow the 1st recipient a viewer and the 2nd recipient a signer. We did this and we got the response in the screen shot: "Account does not ha permission to send to Certified Delivery recipient type.