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Recipients

Recipients are the people who receive your envelope and are required to take some action. Each recipient is identified by their email address and name.

Recipient Types​

SignEngine supports several recipient types to handle different workflows:

  • Signer: Must sign one or more documents. This is the most common role.
  • Viewer (Certified Delivery): Must view the documents. They do not need to sign anything, but their view is recorded in the audit trail.
  • Approver: Must approve the document content. They don't place a signature field but "approve" the transaction to allow it to move to the next person.

Routing Order​

You can control the order in which recipients receive the envelope using the routingOrder property.

Sequential Routing​

Recipients receive the envelope one after another.

  • Recipient A (Order 1) -> Signs
  • Recipient B (Order 2) -> Signs
  • Completed

Parallel Routing​

Recipients receive the envelope at the same time.

  • Recipient A (Order 1) & Recipient B (Order 1) receive it simultaneously.
  • The envelope moves to Order 2 only when both have signed.

Authentication​

For added security, you can require recipients to authenticate before accessing documents:

  • Email: Standard link sent to email.
  • SMS Auth: Recipient must enter a code sent to their mobile phone.
  • Access Code: Sender provides a unique code that the recipient must enter.