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Legacy User
October 28, 2019
Solved

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

  • October 28, 2019
  • 12 replies
  • 6738 views
What is the difference between needs to view and receives a copy?
Best answer by Community Expert

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.

12 replies

Legacy User
February 11, 2021

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.

Legacy User
February 11, 2021

Thanks, will do.