DocuSign For Salesforce User Guide
l Certified Delivery: Use this signer type if the recipient must receive the
completed documents for the envelope to be completed, but the recipient
does not need to sign, initial, date or add information to any of the
documents.
l Host in person and Host in person – sign now: Use this signer type if the
signer is in the same physical location as a DocuSign user who will act as a
Signing Host for the transaction. See In Person Signing with DocuSign for
Salesforce for more information.
l Address recipients: This recipient can add name and email information for
recipients that appear after the recipient in workflow order. This signer type
is only available if the Send to Manage feature is enabled for the sender and
document visibility is not enabled. Refer to the Using Agent Managed
Envelopes Quick Start Guide or the DocuSign Service User Guide for more
information about this feature.
l Manage envelope: This recipient has the same management and access
rights for the envelope as the sender and can make changes to the envelope
as if they were using the Advanced Correct feature. This recipient can add
name and email information, add or change the routing order and set
authentication options for the remaining recipients. Additionally, this
recipient can edit signature/initial tabs and data fields for the remaining
recipients. This recipient must have a DocuSign account and is only available
if the Send to Manage feature is enabled for the sender. Refer to the Using
Agent Managed Envelopes Quick Start Guide or the DocuSign Service User
Guide for more information about this feature.
b. Signer Role: (Optional) If the document you are sending uses automatic anchor
text, use the Signer Role list to select the recipient role. If you will manually add
tabs to the document, skip this step. For more information about this option, see
the Automatic Anchor Text section.
c. Access Code: (Optional) Use the Access Code field to enter an access code to
restrict who can actually open and sign the envelope. If you type an Access Code,
this recipient must provide that code before they can open the envelope. You
should provide this Access Code to your recipient over the phone or some other
secure method to serve as an effective authentication enhancement. This field is
limited to fifty alphanumeric characters.
d. Language: (Optional) Set the email language for the recipient. You can select the
email language used for this recipient.The languages available for selection are
set by your Salesforce Administrator and typically include a default Email Subject
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