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 side panel.
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
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 signing order:
Drag & drop recipients to reorder them.
Manually assign signing order numbers via a dropdown.
Multiple recipients can share the same step (e.g., order 1, 2, 2, 3).
If order numbers are skipped, they’ll be automatically realigned.
If a recipient is placed incorrectly, a warning will appear and you will not be able to save.
Approvers cannot be the last step in a signing order. A signer must always come last.
Sender Signing Options
When preparing your document, you have a clear control over your own role as the sender.
There’s a dropdown menu with three options:
Sign on send → Your signature is applied automatically when you send the document.
Sign as recipient → You sign according to the defined signing order, just like any other recipient. This is useful if you need to sign after a customer or in a specific sequence (e.g., Employee → Manager → HR).
Do not sign → You don’t sign the document at all.
Examples:
Customer contracts: Place yourself after the customer by selecting Sign as recipient.
Employee contracts: Select Sign as recipient and define the order (Employee → Manager → HR).
Internal approvals: Choose Do not sign if your signature isn’t needed.
This update removes guesswork and ensures you always know if, when, and how you will sign.
Signing Methods
SMS on Sign: The recipient receives a code via SMS that must be entered to sign.
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 SSN appears in the recipient list.
Requiring Recipient Verification
Recipients may be required to verify their identity when opening or signing.
How to enable verification:
Create a new document.
Add your recipient.
Click the padlock icon next to their name.
Select an authorization method.
Click Save.
Available verification methods:
SMS on Open
Password Verification
Template Role Assignment
When adding a new recipient, you can:
Assign them to a template role.
Add them as a regular recipient without a predefined role.
If required info (e.g., phone number for SMS verification) is missing, a notification will appear before you can save.
Assigning a recipient to a template role:
Click Assign Template Role for unassigned recipients.
Go to Content and select a template or create a new one.
Select a Template role name and the Recipient role.
Add required verification methods (e.g., SMS verification, eID).
If you try to send a document without assigning roles, you’ll be prompted to assign them.
Summary
You can manage recipients with roles like Signer, Approver, or Viewer.
Drag & drop to define a clear signing order.
New sender dropdown gives you control over if, when, and how you sign:
Automatically when sending
As part of the recipient flow
Or not at all
This makes signing flexible, transparent, and easy to manage.
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.