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Did you know that
There may be situations where you as the sender may not know who the eventual signer of a document will be. In this scenario you may want to use an Advanced Recipient action such as Specify Recipient.
When creating an envelope, you will be able to assign someone the Specify Recipients action, they will receive your envelope and fill in the name and email address for any role recipients.
Take a look at this Trainer Tip video where we explain how to set up the Specify Recipients action
Click here to watch the video!
Additional Resources:
- For more information
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Are there any other Manager Recipient types you’d like to hear about? We’d love to hear from you. Please also feel free to ask any questions in the comments