+2When adding recipients to an envelope the “Role” field no longer appears. It was there yeaterday. I notice the role still appears in the template screen.
I checked recent release notes and didnt find anything about this change.
Was the system changed to remove roles? or do I need to fix something to get the field back?
Best answer by dea.allgood
The concept of a “Role” only applies to a template. When you send an envelope without a template, no role name will be available. The idea is that in a template you are building a reusable process where the recipients will change, so it is important to define the “role” of that recipient. In an ad-hoc envelope, there is no role since this is only being used for this one workflow. I hope that helps!
+14+3The concept of a “Role” only applies to a template. When you send an envelope without a template, no role name will be available. The idea is that in a template you are building a reusable process where the recipients will change, so it is important to define the “role” of that recipient. In an ad-hoc envelope, there is no role since this is only being used for this one workflow. I hope that helps!
+15Hello
If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
