Recipient Management
The recipient management system in GetAccept allows you to assign roles, set signing orders, and configure verification methods for documents.
Provides an overview of required actions before sending a document.
Enables role assignments for recipients in template-based documents.
Allows intuitive signing order management with tools for rearranging recipients.
Signing settings are accessible both when creating a document and after it's created via the document settings modal.
Recipient Roles in GetAccept
There are three different recipient roles when sending a document for signing:
Signer
A signer is a recipient who needs to sign the document, making them legally bound to it.
Approver
There are two types of approvers:
External Approver: Visible on the signing page and recipient list, can be interacted with in the chat, and all actions are logged in the certificate audit log.
Internal Approver: Only visible to the sender, actions are not logged in the certificate, and they cannot interact in the chat.
Viewer
A viewer can access and read the document but does not participate in signing. This is similar to being CC’d in an email.
Signing Order Management
The signing order functionality ensures that documents follow a specific sequence of signing actions, reducing errors and ensuring compliance.
How to Manage the Signing Order:
Drag & drop recipients to reorder them.
Manually assign signing order numbers via a dropdown.
Multiple recipients can have the same signing step (e.g., order 1, 2, 2, 3).
If order numbers are skipped, they will be automatically realigned.
If a recipient is placed incorrectly, a warning will appear and you will not be able to save.
If a document has an incorrect signing order, an error message will display in the recipient list before sending.
How to Enable and Edit Signing Order
Enable the signing order toggle in the Recipients section before sending the document.
Click on Edit signing order to define the sequence of signers and approvers.
Drag and drop recipients into the desired order or manually select their position.
If necessary, multiple people can share the same signing position.
Approvers cannot be the last step in a signing order. A signer must always come last.
If there’s a conflict in the order, a warning will appear preventing you from saving until it’s corrected.
Signing Methods
SMS on Sign: The recipient receives a code via SMS that must be entered to sign the document.
Electronic Identification (eID): Supported in Sweden (BankID), Norway (BankID NO), Denmark (MitID), and Finland (Finnish Trust Network).
Personal Identification Number Verification: If a recipient signs with eID, their social security number (SSN) appears in the recipient list to verify identity.
Requiring Recipient Verification
Recipients may be required to verify their identity when opening or signing a document.
How to Enable Verification:
Create a new document.
Add your recipient.
Click the padlock icon next to the recipient’s name.
Select an authorization method.
Click Save.
Available Verification Methods:
SMS on Open: The recipient receives a unique code via SMS to enter before accessing the document.
Password Verification: The recipient must answer a security question correctly to access the document.
Template Role Assignment
Adding Recipients in Templates
When adding a new recipient, you have the option to:
Assign the recipient to a template role.
Add them as a regular recipient without a predefined role.
If any required information is missing (such as a phone number for SMS verification), a notification will appear before you can save.
Assigning a Recipient to a Template Role
Click “Assign Template role” for unassigned recipients.
Select a Template role name and the Recipient role
If verification methods (e.g., SMS verification, eID) are required, add it to the template role
If you try to send a document without assigning roles, you’ll be prompted to assign them.
You can still add recipients as regular contacts if they don’t need a template role.
Learn more:
Signing settings are located in the document settings modal.
You can access settings such as signing method and automatic reminders from either the initial document creation screen or the document summary after creation.