After you add a document, manage the recipients who will receive it for e-signature. You can add recipients, track their signing status, and view their documents.
Add recipients
Go to Documents > Document Management.
Select the document group and then the document you want to add recipients to.
In the recipients grid, click Add (+).
In the Add Recipients modal, search for recipients by name or email. The search queries your organization's people data.
Select one or more recipients and click Confirm.
Note: Duplicate recipients are automatically filtered out. If you configured Recipient Criteria when adding the document, recipients matching those criteria are pre-populated in the grid.
View the recipients grid
The recipients grid displays all recipients associated with the selected document. Each row shows the recipient's name, role, email address, and current signing status.
Use the Select All checkbox to select all recipients at once, or select individual recipients using the checkboxes in each row. Selections apply only to the currently selected document and are cleared when you switch to a different document.
Recipient statuses
Recipient statuses update automatically as recipients interact with the document through Adobe Sign.
Status | Description |
|---|---|
Unsent | The document has not been sent to the recipient yet. |
Sent | The document has been sent. The recipient has received an email with a signing link but has not yet taken action. |
Signed | The recipient has successfully signed the document. The signed copy is available for download. |
Declined | The recipient has declined to sign the document. |
Failed | The document could not be delivered. This typically occurs when the recipient's email address is invalid or the email bounced. |
Expired | The signing link has passed its expiration date without the recipient completing the signature. |
View a recipient's document
You can preview the merged document for a specific recipient or view their signed copy.
In the recipients grid, click the menu â‹® next to the recipient.
Select an option based on the recipient's status:
View Document: Opens a preview of the document with the recipient's merged data. Available when the document has not been signed.
View Signed Document: Opens the final signed copy of the document. Available when the recipient has signed.
Send documents to recipients
For details on sending documents and setting expiration dates, see Manage documents.
Document signing and compensation eligibility
A recipient's document signing status can be used as a quantifier in compensation plan calculations. For example, you can configure a compensation plan component to require a Signed status before a payee becomes eligible for that component. This links the document signing workflow directly to compensation eligibility.