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DocuSign Recipients Table

This table holds the Recipients for a particular DocuSign Envelope. They are linked to the DocuSign Envelope record and to the Contract record from which the Envelope was generated.

Use Case

Recipient records are created automatically based on the configuration of the DocuSign Action that generates the DocuSign Envelope record. Recipients can also be added manually to a DocuSign Envelope if needed. 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. The DocuSign Envelope and DocuSign Recipients tables are usually accessed from within a Contract record.


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


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

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