Recipient Management
Add and manage signers with roles and custom messages, resend invitations, and capture IP and geolocation per signer.
Recipient management defines who the signers on a contract are, assigning roles and custom messages, tracking status, and capturing IP and geolocation per signer for proof of identity.
How it works
Each signer is added with a name and email address, which is validated, and multiple signers can be added at once for multi party contracts. Each signer is assigned one of three roles and an optional custom message that sets context for what they are being asked to do. Status is tracked from invited through opened, viewed, and signed, and invitations can be resent with one click, optionally including an updated message. When a signer signs, the platform captures their IP address and geolocation alongside the signature, attaching it to the signer's record in the audit trail.
Recipient management defines who the signers are, while signing workflows defines how signatures are collected. The same recipient setup applies consistently across every workflow type.
Key capabilities
- Add signers by name and email, with format validation and support for multiple signers per contract.
- Three signer roles: signer for the full signing party, approver for sign-off without signing, and acknowledgement for confirming receipt.
- Custom messages per signer, shown in the invitation email and at the top of the signing experience.
- One click resend, with optional updated message and the original invitation preserved in the audit trail.
- IP address and geolocation captured per signer at the moment of signing.
- Per signer audit trail recording invitation, opens, signature, IP, geolocation, signing method, and messages received.
Tips
Use the acknowledgement role for policy distribution and internal communications where the team needs confirmation that everyone has seen the content but no formal signature is required.