To add a default Recipient Click the Agreements tab. or Click the Proposals tab. Select the appropriate agreement (or proposal). Under the DocuSign Default Recipients related list, click New eSigner - Agreement.
Full Answer
How to merge fields in DocuSign?
AFAIK, You have to use some kind of merging and delivery tool like Conga (looks like drawloop has similar functionality) to merge fields and deliver docusign enevlope. I recommend you to check with DocuSign once. They have a very good support team who will be able to guide you.
Are You using conga to send DocuSign email?
Are you using Conga to send docusign email? It would help if you can post your javascript button code to see if it is possible to do it with workflow. We are not using Conga. We are considering Drawloop but think a workflow or process builder may be better. We already have our template built with our merge fields.
How to automate DocuSign envelope delivery?
You cannot automate docusign envelope delivery I afraid. AFAIK, You have to use some kind of merging and delivery tool like Conga (looks like drawloop has similar functionality) to merge fields and deliver docusign enevlope. I recommend you to check with DocuSign once.
How does specify recipient work in DocuSign?
Specify Recipients - The recipient can fill in the name and email address of the role recipients who are at their same position or later in the document signing order. Allow to Edit - Requires that the recipient log into DocuSign, then allows the signer to modify envelope recipients, settings, and tags.
How do I manage recipients in DocuSign?
To manage contactsGo to My Preferences > Contacts.To add a contact, click ADD CONTACT, and enter the contact's name, email, and company name.To edit a contact, locate the contact by searching or scanning the list. ... To delete a contact, select the check box next to the contact you want to delete and click REMOVE.
How do I assign a user to someone else in DocuSign?
I've been including these instructions to the person who will need to reassign the document.From the envelope, click "OTHER ACTIONS."Click "Assign to Someone Else."Enter the new signer's email address, name, and reason for changing the signing responsibility.When finished, click "ASSIGN TO SOMEONE ELSE."
Can recipient changes signer on DocuSign?
When a recipient receives the document, they select Change Signer. The recipient provides the new signer's contact information and the document is reassigned. In the document, field tags for the original recipient are reassigned to the new signer.
Where is my preferences in DocuSign?
The user preferences are located within the User drop own menu, located in the top right corner of the DocuSign dashboard. Opening the My Preferences option from the upper right corner of your DocuSign login screen takes you to the Personal Information page.
What is a DocuSign recipient account?
Recipient Connect is a new feature for the DocuSign Agreement Cloud. It provides webhook notifications whenever a user in your DocuSign eSignature account is a recipient of an envelope and a specific envelope trigger event occurs.
How do I change my recipient email address in DocuSign?
0:181:43Docusign correcting email addresses in an envelope - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo it gave me the instructions. Of what to do so it says login to your DocuSign account locate theMoreSo it gave me the instructions. Of what to do so it says login to your DocuSign account locate the envelope click the drop-down correct the email and finish correct in the envelope.
Can you assign a delegate in DocuSign?
With Delegated Signing, signers can delegate signing authority to another user in the event they are unavailable to sign. A signer simply needs to go into their settings, choose who they want to delegate to and for what time frame (much like an out of office).
How do you delegate in DocuSign?
2:203:18DocuSign Delegated Signing VS Signing Groups: How To Set It UpYouTubeStart of suggested clipEnd of suggested clipCompletely open here you'll have the list of all the people who are set up in your docusign. AccountMoreCompletely open here you'll have the list of all the people who are set up in your docusign. Account once you've set up who you want to delegate your signature authority to just click on add.
Can you change recipients in DocuSign after sending?
You will need to void the old Envelope, then send a new Envelope to the client to fill out with the correct information. If the Envelope is still in process and waiting for others to take action, you could potentially correct the Envelope. There is a Collaboration option, if you want a recipient to make the edits.