What are the differences between the Recipient Types?
There are 6 different types of recipients. The recipient type helps define the actions the recipient can take. Choose a recipient type that matches the actions you want the recipient to perform. An envelope must have at least one signer or certified delivery recipient (i.e. carbon copy-only envelopes are not supported). The recipient types are:
- Signer: Use this recipient type if your recipient must sign, initial, date or add data to form fields on the documents in the envelope.
- In Person Signer: Use this recipient type if your recipient is a Signer and is in the same physical location as a DocuSign user who will act as a Signing Host to help the Signer sign the documents using DocuSign.
- Acknowledge Reciept (formerly known as Certified Delivery): Use this recipient type if the recipient must receive the completed documents for the envelope to be completed. This recipient does not need to sign, initial, date or add information to any of the documents.
- Receive a Copy (formerly known as Carbon Copy): Use this recipient type if the recipient will be notified when the envelope has been completed. Carbon copy recipients can be anywhere in the routing order, but are typically last.
- Adress Recipients (formerly known as Agent): This recipient type is only available if the Send to Manage feature is enabled for the sender and document visibility is not enabled. Refer to the Send to Manage documentation for more information about this recipient type.
- Manage Envelope (formerly known as Editor): This recipient type is only available if the Send to Manage feature is enabled for the sender. The Editor recipient type must have a DocuSign account. Refer to the Send to Manage documentation for more information about this recipient type.
