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DocuSign Recipients Table

This table holds records that contain information about Recipients for a particular DocuSign Envelope. They are linked to the relevant DocuSign Envelope record, as well as to the Contract record from which the DocuSign Envelope record was generated. The DocuSign Envelope and DocuSign Recipients tables are usually accessed from within the related Contract record.

Use Case

Recipient records are created automatically based on the configuration of the DocuSign action that generates the DocuSign Envelope record. When necessary, DocuSign Recipient records can also be added manually to a DocuSign Envelope record. The Send Order controls the order in which signatures are requested by DocuSign. Each Recipient should have a different Role Name for a given contract. 


Ownership

DocuSign Recipient records are owned by the user whose Login matches the Sender Login field.

Automation

The Standard System Demo does not contain any rules, or actions, in the DocuSign Recipients table by default.

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