When creating your template, you may want to create a specific recipient or sign-in workflow. When using roles, you create a placeholder for the specific person you want to deliver the send out to and you can set default authorization settings for the role. This means that every time you use the template, the role will be set up with the preset default settings you set. All you have to do is add the recipients' contact info. 

For example, if you always want the external signer of the document to access it with an SMS authorization code, you can create a role called "External Signer" and set the default authorization to the SMS option. 

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