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.
"receives a copy" action can automatically show notification to more than one recipient, and not wait the recipient order?
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
Thank you,
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.
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.
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.
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.
I recommend reviewing a previous post...
I don't see the option to enable that in my Docusign account. So how do you do it?
If you do not see the option then you need to check with DocuSign Support to get it enabled if it should be applicable to your Account type. It could just be an oversight on DocuSign's part.
Thanks, will do.
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