You may want to always have the same recipient, approver, or signer in the document workflow every time you use the template.

How to add recipients to your template

To add the specific person, simply fill in their email in the search field

Please note: If you want to add a specific person as an approver. Then you need to add either another specific signer or add a role (set the role to signer) if you don't know who the signer will be.

You can always add the approver to the template as a role and fill in their information when creating a new send-out.

You can also add permanent recipients to a template if you, for example, always want a certain email to get the document when that template is used. Then you add them as an only view if they are not to sign the document.

How to add a template role to your template

Click on the button +Add template role
Fill in the role name, role (Signer, only view, approver (internal or external)), and if you want to add a verification method.
Click on Save when done.

When using roles, you create a template role for the specific person you want to deliver the send-out to and you can set default verification 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 to the role.

For example, if you always want the external signer of the document to sign it with eID, you can create a role called "External Signer" and set the default verification method to the eID option.

Maybe you have added fields connected to this specific role and want to simply just add the recipient to connect it to the fields, instead of connecting the fields to the recipient one by one.

Creating a document: How to add recipients, set up roles and authorization method

How to replace roles with a recipient

Adding recipients (E-sign plan)

Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending (E-sign plan)

Adding recipients and template role for the E-sign plan