The Recipients Page is used to define the general data of the envelope, and the signature workflow.
The recipients page is separated into following sections, where the next chapters explain configuration and prerequisites in detail:
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In the envelope settings you can configure the email notification settings and the agreement configuration. 
Additionally it is possible to configure the sealing certificate for the envelope. For more information please see Custom Sealing Certificate (since 23.49)
The agreement configuration is controlling if (and which) agreement texts are presented to signers and PKCS7 signers, after authentication in case an authentication method is configured. Please consider that agreement configurations are valid for signer activities only. In case of other activity types such as "Copy Recipient" or "Must View" activitesactivities, the acknowledge dialog is not displayed.
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- Email Language
- Personal Message
- Adjust email settings
- Add app links to the signer invitation email
- Enable or disable delegation of the document
- Add finish actionsÂ
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Please note: If "Require view all content before form filling" is enabled the sequence mode will automatically switch to "sequence enforced". Consequently, enabling this setting will enforce the sequence of all tasks. |
Language
All active languages as defined in Settings-Localization can be selected as recipient language. See Localization Settings for more details. But note that a recipient's configured language in the account settings is considered, in case the recipient has a user account on the same instance (not necessarily within the same organization). The configured recipient language will be ignored in this case.
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The personal message is effective only if the personal-message placeholder was used in the Email Templates for the signer invite.
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HTML tags, with the exception of the <br> tag, are not supported and are displayed as text. |
Details for Authentication
Additional Details
Parameters for Digital Remote Signature
Parameters for BankId
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Parameters for Disposable Certificate
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The screen shows the field "Document Issuing Country", which is available as input field when the mode for disposable certificate was configured to use the "Lean Disposable Certificate", which is our recommendation. Note that the value "Nationality" will be requested, when using the (deprecated) classic disposable type instead. |
Parameters for SMS-OTP Signature
Similar as for the SMS Authentication or the mobile phone number in the parameters for the Disposable Certificate, the phone number is automatically kept in sync with the recipient's primary phone number by default. When a different phone number should be used, select the toggle button labeled as "custom", and define a specific phone number for late authentication via SMS-OTP when performing an SMS-OTP signature.
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Parameters for Swisscom On-Demand Certificate
Document Visibility Section
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The section is by default collapsed (indicated by the 2-arrows-down icon 
). When clicking on the section headline, the section gets expanded and offers on/off sliders which grant access to a document to a specific recipient.
Message Section
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