Editor Recipient Overview

Available with: Custom & Enterprise Plans            Role: All Users

An Editor recipient is a recipient role that allows the recipient to make changes to the document before it is sent for signing. They do not have any tags to fill or sign (unless added later in the signing order as a signer). Their purpose is to make changes to the package by updating or adding additional recipients and tags, functioning similarly to a "Correct" action before a document reaches the next recipient. The Editor must be the first recipient in the signing workflow, and any changes made by the recipients will be recorded in the document history.

Editor Recipient Abilities & Permissions

• Manage the document files:
  • Upload, remove, or replace files in the package.
  • Cannot change document settings, i.e. Signer Options.
• Edit the recipient list:
  • Add, remove, edit, and reorder recipients
    • Cannot add, remove or edit an Encrypted Stamp recipient.
  • Configure, remove, or modify recipient options such as authentication, witnesses, and private messages.
• Manage the document tags:
  • Add, remove, or edit tags.
    
    

How the Editor Role Works

1. The sender will assign the Editor recipient type to the first recipient in the signing order when preparing a document.
2. The Editor receives an email invitation with a link to access the document.
3. The Editor can open the document and edit all aspects of the document with the exception of the documents settings.
4. After making any necessary changes, the Editor can send the modified document to the next recipient.