Streamline Your Workflow: Master Recipient Roles

What are recipient roles?

Recipient roles define what each person in your envelope is expected to do—sign, view, edit, or approve an agreement. Configuring these roles correctly ensures your agreement is routed efficiently and completed without unnecessary delays.

What you’ll learn:
During this month’s round-up, we’ll review several questions related to managing recipient roles in Docusign eSignature. We’ll cover:

• How to add routing complexity with advanced recipient actions—like specifying or updating recipients, using standard or manager roles, or disabling witness/in-person signing through admin settings

• Best practices for configuring recipient types when preparing envelopes and templates

• Conditional routing techniques to automate envelope delivery based on department, threshold amount, or other conditions

Why you should join:

• If you send or manage agreements, especially those with multiple signers, this session is for you

• If you use Docusign for contract workflows, you'll learn how to maximize your use of recipient roles

• If you have questions about correcting envelopes or customizing recipient permissions, you’ll have a chance to ask an expert live

Some Community questions that may be covered:

Recipient role for review only (Need to View Recipient)

Signer Roles Workflow (Allow to Edit Recipient)

Edit Recipient feature (Specify Recipient vs Edit/Need to Sign Recipients)

Recipient set as "Allow to Edit" - edits they made are not saved (Correcting Envelopes)

How to participate:

• Register for the event and add it to your calendar

• Show up with questions for the live Q&A

• If you can’t join live, don’t worry—a recording will be available in the Community’s On Demand section