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Editor Recipient

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Available with: Custom & Enterprise Plans            Role: All Users 

This is a role you would assign someone if you wish to allow them to make changes to the document before it is sent for signing. 

A Recipient Editor:

  • Must be the first recipient in the workflow
  • Are not signers and cannot have tags assigned to them. They may be added as a Signer later in the signing order if they need to contribute to the document.
  • May add, remove, or replace document files in the package
  • May add, remove, or replace tags that are on the document.
  • Cannot edit the workflow or recipients 
  • Cannot change document settings, i.e.: Signer Options.

Note: For any large errors, completing a cancel and resend of the package should be considered.

Adding an Editor Recipient

  1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
  2. In the Recipients page select the Signing Order checkbox.

    Select Signing Order Checkbox
  3. Add your recipients, placing the person that you want to be the Recipient Editor as the first signer.

    Recipient editor should be the first recipient in the workflow
  4. Change their role to Editor in the dropdown menu.

    Change their role to Editor in the dropdown menu
  5. Finish designing the document as you normally would and then click Send (or Save if this is a Template)
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