Adjust recipient in doc

Aug 6th, 2022
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  3. Open your transferred file in our editor and adjust recipient in doc using our drag and drop functionality.
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How to adjust recipient in doc

5 out of 5
61 votes

okay once we finished adding the details for the transaction here we can go back to the documents tab here which will show the documents that weamp;#39;ve previously upload now I could look at all these documents at one time in this case Iamp;#39;m just going to pick one document here and under what youamp;#39;re going to see is we have all these different items pop up here we have and Iamp;#39;m just going to actually click on this here which will actually open up the document added it so I can add all the fields that may not have Auto populated here so one of the fields that I noticed right away is is not the sellers name here right so I would have to add Sam seller and some of the other fields like the managing brokers name which this is area specific and you will can go through the whole contract and add in the appropriate information for the particular document a to filling out then and click Save and close and this will save all the changes for you so this is how you would go

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Tip: To add yourself as a recipient on a document, type @me in the Name field. Or click in the Name field and then select your name and email in the dialog box: (Optional) Specify a signing order for the recipients to control the order where your recipients receive and sign your documents. How To Add Recipients - Support document-item document-item
Enable specify recipients: When selected, senders are able to use the Specify recipients recipient action. This specifies a recipient who can fill in the name and email address of the role recipients who are at their same position or later in the signing order. Recipient Roles - Support document-item document-item
Recipient types Recipient typeName in the UI Notary recipients Signs with Notary Seals Electronic Seal Signers Needs to Sign Witness Signs with Witness6 more rows
Roles are the placeholder recipients that will be completed by the sender when they use your template to create an envelope. Define the role of the recipient in the Role field. Role names help template users understand whom to enter as the recipient when they use the template to send a document. To create a template - Support Support document-item Support document-item
makes it easy to manage signer reassignments efficiently and securely. Step 1: Open the Document in . Step 2: Click on the More Button. Step 3: Select Reassign Signer from the Dropdown Menu. Step 4: Choose the New Recipient. Step 5: Save and Send the Document.
eSignature includes three default permission profiles: DS Admin. DS Sender. DS Viewer. Permission Profiles - Support Support guides ndse-admin-gui Support guides ndse-admin-gui
Click the more options icon and select Correct. The Prepare view appears, with the status Correcting and you can edit the documents, recipient information, and fields. For recipient details, you can change the email address, name, routing order, recipient action, private message, and authentication.
Editing Recipients: To edit a recipient, click the Edit link to the left of the recipients name and repeat steps 2 and 3. Changing Recipient Order: You can change the order in which recipients receive the envelope by typing a different value in the Order field or by dragging and dropping the row into a new position.

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