Recipients Page

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:

Envelope (General Envelope Data)
Documents
Recipients (Activities)
Document Visibility
Messages
Meta Data

Envelope Section

The envelope section contains basic data valid for the entire envelope, such as the envelope name (visible in the eSignAnyWhere WebUI), or the team sharing configuration. Read more about team sharing in the chapter about Team Configuration.

Documents Section

The documents section allows to add, remove, re-order and change documents sent with an envelope. An envelope contains minimum one document, but can contain multiple documents. Moreover, it is possible to add a template to the workflow by clicking on the "add a template" button. After adding the template you can find all its configured values on the create envelope page.

When adding a new document, the document is parsed for interactive fields or text placeholders:

Advanced Document Tags, inserting interactive fields and assigning them to a recipient
Read more about Advanced Document Tags in the "Text Placeholders Story".
Sig-String placeholder notation, inserting signature fields but not assigning them directly
AcroForm Fields contained in the PDF, including signature fields. Those are also detected but not assigned to a recipient directly.

When the Advanced Document Tag notation was detected in a document, and interactive fields assigned to "signer1", "signer2" and so on have been recognized in a document, the recipient lines are automatically added to the Recipients section.

The document order can be re-arranged using Drag&Drop.

Recipients Section

Recipient Primary Data Fields

Order Index (parallel)

A number allowing to set the activity sort order. Activities with same order index are considered as "parallel", i.e. both recipients get the invitation to sign in parallel. The one who opens the activity first, is automatically locking the activity until he/she completed all his/her form filling and signing tasks and he completed (or rejected) the activity. Instead of changing the order index manually, entire rows can be re-arranged by a Drag&Drop interaction.

E-Mail

The value must be a valid mail address, containing at least one character in front of the @, and at least one character after the @, followed by one dot and at least one additional character. Mail addresses with multiple dots after the @ are of course supported.

The mass usage of non-existing mail addresses on environments operated by Namirial is considered as violation of the terms of use, as this can be an issue regarding mail classification rankings. If no mail should be sent, please set a mail with @placeholder.com - which we filter out programmatically.

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:

entries from (personal) address book - see Settings - Address Book
entries from organization-wide list of users
recently used 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.

First Name

The first name (given name) of the recipient. When signature fields of a recipient are configured to use disposable certificate signatures, the certificate holder given name is also taken from the recipient's first name.

Last Name

The last name (surname) of the recipient. When signature fields of a recipient are configured to use disposable certificate signatures, the certificate holder lastname is also taken from the recipient's last name.

Mobile Phone

The phone number, entered in international format with +xx country code prefix.

Recipient Type

The recipient type is chosen using a dropdown control with an Icon indicating the current selection:

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

The document visibility section, which is shown only when the feature flag "DocumentVisibility" is enabled, and more than one recipients are added as signers, and more than one documents are added to the envelope, can be used to hide a document from some of the recipients while other recipients are able to read all (or other) documents of the envelope.

Typical scenarios:

A contract has to be signed by 2 signers, but the payment form or SEPA mandate should not be visible to him because it is declared as a present granted by the other signer.
In insurance business, an external agent who is acting as a broker needs to add a broker statement to an insurance contract. The broker statement should be visible (and signed) by the agent, but should not be visible to the policy owner.

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

The message section is intended to overwrite the default signer invitation message and subject.

Note that the text contained in the signer invitation can be defined only in one language, typically the sender language.

Please also see the next table which contains all available placeholders for the message section:

Placeholder	Description
#ContactUrl#	The URL refers to the company’s contact info, which is defined in the organization settings.
#EnvelopeMessage#	The message which is defined for the envelope. It may contain the personal message defined per recipient.
#EnvelopeName#	The name of the envelope. If not specified differently, it is by default the file name of the first PDF document.
#ExpirationDate#	The expiration date of an envelope. The date format is defined in the user account settings.
#PersonalMessage#	The personal message for a recipient. It may be included in the general envelope message if it was defined before.
#RecipientEmail#	Email address of the envelope recipient.
#RecipientFirstName#	First name (given name) of the envelope recipient.
#RecipientLastName#	Last name (surname) of the envelope recipient.
#SenderFirstName#	First name (given name) of the envelope sender.
#SenderLastName#	Last name (surname) of the envelope sender.
#SupportUrl#	The URL refers to the company’s support website, which is defined in the organization settings.
#Url#	The context specific URL used in a link button to execute an action (e.g. URL for Login, URL to open an envelope, URL to download documents, etc.).
#UrlAndroid#	The URL to open a signing request in the Significant App Client Signature Capture for Android.
#UrlIos#	The URL to open a signing request in the Significant App Client Signature Capture for iOS.
#UrlWindows#	The URL to open a signing request in the Significant App Client Signature Capture for Windows-Store.
#UserFirstName#	First name (given name) of a user, who is either the web UI user or the envelope sender(depending on the context).
#UserLastName#	Last name (surname) of a user, who is either the web UI user or the envelope sender(depending on the context).

Meta Data Section

The metadata section allows to set meta data in free-text format, which are accessible for an integration e.g. in a Callback Handler. We recommend (but do not enforce) to fill the data with a valid XML structure.

Depending on contractual agreements, this section may also be used e.g. to document which agent performed an identification in fulfillment of the oblications of Local Registration Authority (LRA), before issuing a disposable certificate.

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