Add Recipients to a Template

Recipients are the people you are wanting to either take action on the document or be copied on the document. Recipients do not need an Upsign account in order to receive or take action on the document.

When adding recipients, you can choose whether they; need to sign the document (complete fields or actually apply their signature), need to approve the document, or whether they should receive a copy.

Note: Templates can have two kinds of recipients:

Placeholder Recipients - Use when you don't know who the recipient will be.
Named Recipients - Use when you know the name and email of the recipient and expect that recipient will be the same each time you use the template to send a document

Placeholder vs. Named Recipients

Follow these steps to add recipients:

Click Add Recipients from the template creation area

2. You can add recipients in two ways:

Add New Recipient - Manually enter the Placeholder name and role
Add from contacts - Choose the recipient from your contact list (if you are adding a named recipient)

Note: Recipients can be both a Placeholder recipient and a named recipients. Simply specify the placeholder name and then click the More Actions to expand the recipient dialog to add a name and email.

When a both a placeholder name and a recipient name are provided, the recipient name will be used in the recipient dropdown used to assign fields to recipients.

3. Select the recipient role by choosing an option from the dropdown. The available recipient roles can vary based on package type.

4. Add Carbon Copy recipients - These recipients will not be able to take action on the document sent using the template. They will receive a copy of the document when it is initially sent for signature and a copy of the completed document.

5. Click Save

Next Step: Add Fields