Add Recipient to Document

Add new recipient to document. Options

• Accounts (list): Drop down menu of accounts created in docusign.
• Templates (list): Drop down menu of available templates.
• After Creation (dropdown)
  • Save as Draft
  • Send for Signing
• Recipient type (text)
  • Signer: People assigned to sign document.
  • Agent: Agents assigned to selected document.
  • Carbon Copy: Duplicate copies of selected document.
  • Certified Delivery: Certified delivery persons/services of selected document.
  • Editor: All editors of selected document.
  •  Inperson Signer: People who will be signing the documents in person in order to complete.
  • Intermediary: Mediators of the selected document.
• Recipient Authentication (text)

Input Fields

• Document
  • Document ID (text): Identification code of document.
• Recipient
  • Name (text): Name/Title of Recipient.
  • Email* (text): Email of recipient.
  • Email ID (text): Identification code/address associated with email.
  • Email Subject (text): Topic/Head of message of recipient.
  • Email Body (text): Optional element, if specified is included in email notifications to the document recipients. This can be a maximum of 10000 characters.
  • Private Message (text): Message to send to recipient privately

Output Fields

• Recipient
  • Status (text): Status of document. Options include: Created, Deleted, Delivered, Signed, Completed, Declined, Voided, TimeOut, AuthoritativeCopy, TransferCompleted, Template, and Correct.
  • Message (text): Message from recipient.