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Adding recipients and template role for the E-sign plan
Adding recipients and template role for the E-sign plan

Adding recipients and template role (eSign)

Updated over a week ago

How to add recipients to your template

  1. 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

  1. Click on the button +Add template role

  2. Fill in the role name, role (Signer, only view, approver (internal or external))

  3. 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.

If 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.

If you want to add eID as a verification method this is an Addon for the eSign plan, contact us to know more.

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