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The e-mail field shows up suggestions as autocompletion popup while typing. To get a full list of the values considered in auto-completion, use the “address book” icon next to the email input field. This will show up a dialog.


The dialog contains:*

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  • entries from organization-wide

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  • list of users

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  • recently used

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  • recipients

Entries are considered as “recently used” when they have been used by the sender as a recipient within the last 30 days, if and only if the envelope has not been deleted. To delete an envelope from the recently-used list, it is required to delete the envelope.
The team configuration has no impact on the list of “recently used” addresses. Only the sender’s own recipients are shown.

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Standard Recipient Types:

Signer

A signer may have tasks on the document assigned to him (Form field filling, signing, etc). It is not required that a signer really has a signature task assigned or signs a signature field (except such tasks or an assigned signature field is mandatory). A document can be assigned to a signer without having any tasks. The signer has to finish his activity by pressing the finish button; before an envelope gets routed to the next signer or before the envelope gets completed.

Must-View

A recipient type where the activity is considered as completed once the recipient clicked the link in an e-mail to open the activity. It is not required to perform any activity in the document viewer.

Cc

Sends an E-Mail notification to this recipient, with the (signed) PDF attached. When the filesize of the PDF(s) exceeds the threshold configured per instance, a link to download the PDF(s) is sent instead.

PKCS#7

A PKCS7 recipient, instead of signing directly in the PDF, is confirming his signature by pressing the SIGN button which replaces the FINISH action of the workstep. The result of a PKCS7 signature is, instead of the signed PDF, {the .p7m signature container? A .p7s? Refer to the standard used.}


Special Recipient Types

Self

A recipient with the sender himself as signer is configured.

Automatic

See chapter “Automatic Sealing”

Bulk

Sends Ref to chapter “Bulk Sending”

Document Visibility Section

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