Editor Recipient Adding and Editing [Preview]

Available with: Custom & Enterprise Plans            Role: All Users 

An Editor recipient is a recipient type that allows the recipient to make changes to the document before it is sent for signing. They do not have any tags to fill or sign (unless added later in the signing order as a signer). The Editor must be the first recipient in the signing workflow, and any changes made by the recipients will be recorded in the document history.

Note: For any large errors, we recommend considering cancelling and resending the package.

Editor Recipient Abilities

• Manage the document files:
  • Upload, remove, or replace files in the package.
  • Cannot change document settings, i.e. Signer Options.
    
• Edit the recipient list:
  • Add, remove, edit, and reorder recipients
    • Cannot add, remove or edit an Encrypted Stamp recipient.
  • Configure, remove, or modify recipient options such as authentication, witnesses, and private messages.
• Manage the document tags:
  • Add, remove, or edit tags.
    
    

Adding an Editor Recipient

1. Begin by creating a new document, then upload your documents or go straight to the Recipients page.
2. On the Recipients page, check the box next to Signing Order.
   
   
3. Add your recipients, placing the person that you want to be the Editor as the first signer.
   
   
4. On the first recipient, change their recipient role to Editor using the dropdown menu.
   
   
5. Finish designing the document as you normally would, and then click Send (or Save if this is a template)

Available with: Custom & Enterprise Plans            Role: All Users 

The Editor role does not have any tags to fill or sign. Their purpose is to make changes to the package by updating or adding additional recipients and tags before it reaches the next recipient.

Editing a Document as an Editor Recipient

Editor recipients will receive an email similar to other recipients when they are assigned as an Editor, however, after opening the document and accepting the terms of use, they will be brought to a version of the editor page, rather than the signing page.

On this page the Editor Recipient can review and make changes to the document package. This includes:

• Uploading, removing, or replacing files in the package.
• Adding, removing, editing, and reordering recipients
  • Cannot remove or modify Encrypted Stamp recipients.
• Configuring, removing, or modifying recipient options such as authentication, witnesses, and private messages.
• Adding, removing, or replacing tags that are on the document.

Once done, click Finish Editing, and the document will be sent to the next recipient.