Recipient Types

Bulksign supports 4 types of recipients :

Signer

These types of recipients are the actual signers of the documents. Can have assigned to them all types of form fields.

Automatic Signer

For this type of recipient, one or multiple signatures will be applied automatically to the documents on behalf of the envelope sender. Can have assigned to him only signature fields.

Approver

The role of the recipient is to approve and check the content of the envelope documents before the documents are dispatched for signing. Cannot have assigned any form fields.

Receives Copy

These recipients will receive a copy of the signed documents. Cannot have assigned any form fields. Please note the "Receives Copy" can receive a document copy ONLY after all the signers have signed the document. If you add a "Receives Copy" recipient before the last signer of the envelope, it will be moved automatically after the last signer.

Signer and Approver recipient authentication

Besides the built-in access code security, as the sender of the document you have the possibility to add another layers of security :

• Password : access to the document can also be protected with a password. Just please keep in mind that it becomes your responsibility to securely communicate the password to the recipient.

• SMS code : (please note this is not available for license types) . When the recipient is trying to access the document, a OTP is generated and a SMS is sent to the recipient (to the phone number you, as a sender, you have set). The recipient has a few minutes to get the code and authenticate with it.

• SAML/OAUTH : set up your SAML/OAUTH endpoint and the recipients will be authenticate by your organization using that endpoint.

• Identity Verification : this option allows to identify the user with the Bulksign Identity platform.

Receives Copy recipient authentication

• Password : access to the document can also be protected with a password. Just please keep in mind that it becomes your responsibility to securely communicate the password to the recipient.

Signature fields

To send a new document for signing, each signer must be assigned at least 1 signature field.

Recipient Delegation

If the sender enables recipient delegation, a recipient can delegate singing to another person if he thinks he is not the right person to sign that specific document. The delegation can be done in 2 ways :

• direct : if the recipient does not have authentication enabled, the delegation is done directly.

• approved by sender : when the recipient has specific forms of authentication or its phone number is not provided by the delegator, the envelope sender has to approve the delegation. Please also see this FAQ section