For example, if you need someone from the legal team to sign off, but it can be any one of five individuals. ○ Add Recipient Group – Sometimes, a recipient in the signature cycle can be one of several people. ○ Add Me – The sender can insert themselves into the signature cycle by clicking the Add Me link at the upper-right of the recipients section. Email address – Who is the recipient? This should be a personal email address. There’s a delegator version for each of the other roles.Ĭ. ○ Delegators - The delegator role is designed for workflows that require a person to make the final judgment on who the correct next person is that should sign or approve the document. ○ Form Fillers - designed specifically for customers that have a need to fill in form content during the signature process, but don't have the systems in place to programmatically build custom documents or push field content from a database to the form. During their "signature" process, they’re asked to either delegate, decline or acknowledge the agreement. ○ Certified Recipients – Certified recipients can have no (zero) form fields assigned to them. ○ Acceptors – Acceptors function mechanically the same as approvers, with the primary difference being that the Audit Report identifies them as Accepting the agreement versus Approving the document. ○ Approvers – Recipients that review and approve the document, but don’t need to legally sign. ○ Signers (default)– Recipients that are expected to apply at least one signature. Roles are enabled by the account administrator, so you may not see all options listed: Role – Defines how the recipient can interact with the document. Signing Index – This number indicates the relative position of the recipient in the signature cycle when a sequential workflow is selected.ī. See Adobe Acrobat Sign for Microsoft® SharePoint installation guide.Ī.
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