What actions can be assigned to a contact?

Recipients of a SignRequest can be assigned many different actions per document.  This is done on the "Prepare Document"  page.

The designation for each contact is chosen via the icon directly to the right of each contact:

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After clicking the action icon, you will be presented with a dropdown list of possible actions: 

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The list below describes the function of each designation:

Signature:  This is the default setting for a contact.  "Signature" is to be selected not only if the contact needs to place a signature, but also if they need to fill in text, date, or checkbox fields as well. 

Approve Only:  This designation is for contacts that do not need to place any visual input to the document.  The contact will simply be presented with the document for review and asked if he or she approves of its contents.

Notify (cc):  This designation means that the recipient does not need to take any action on the document.  The contact will receive an email during every step of this SignRequest.  He or she will receive an email when the document is first sent and when it is viewed; when it is signed by a signer and finalized completely. This designation allows people who do not need to sign or take action on the document, to be able to review the document when it is first sent for the other users to sign, but they will not be able to make changes or add inputs to the document.  This contact will also receive a copy of the final document and signing log as attachments to the 'document signed' email at the end.  

Copy Only (cc):  This designation means the recipient does not need to take any action on the document. This contact will simply receive a copy of the final document and signing log as attachments to the 'document signed' email at the end.

Sign now in person:  This one is pretty self-explanatory.  You would select this designation if your signer is with you physically in person.  Instead of the SignRequest being sent out to this contact via email, you simply hand over the tablet, smartphone, or computer to have the signer sign right away, right then and there.

 

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