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The following fields are available:
Field | Description |
|---|---|
Specifies the recipient emailaddress. This is used by DocuSign to send the notification email to open the document in DocuSign. | |
Recipient Name | Specifies the recipient name. This is used by DocuSign in the notification email. |
Signer | Specifies if the recipient is required to sign the document to complete the ApproveIT flow. |
DocuSign Tabs | Specifies the DocuSign tab set configuration to use for the recipient. If no set is selected, only the signature box will be used on the document. |
On this page it is possible to add or modify the recipient.
While it is possible to manually enter the emailaddress and recipient name, it is also possible to select existing contacts with the assistedit (3 horizontal dots) on the E-Mail fields.
This will open the Contacts page with all contacts related to the Bill-to Customer from the source document.
Select the contact to automatically fill in the contact emailaddress and name.
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