Recipents

This is a key part of using DocuSign with Word documents. It allows you to assign each signature space to the correct recipient.

A Recipient is a configuration that holds:

• Label – An internal name you assign (e.g., Primary Approver or Client Contact).
• Name Field – A merge field from your record that dynamically inserts the recipient’s name.
• Email Field – A merge field pointing to the recipient’s email address, used to send the signature request via DocuSign.

➕ How to Create a Recipient Resource

To create a new recipient:

1. Navigate to the Template → Resources tab and click + Create New Resource.
2. Set the Resource Type to Recipient.
3. Enter the following fields:
   • Label – Custom name for this recipient.
   • Name Field – Select a dynamic field (e.g., {$Record.Owner.Name}).
   • Email Field – Select the email field (e.g., {$Record.Owner.Email}).
4. Click Save.

Once a recipient is configured, you can assign them to a signature field inside your Word template. To insert a signature field and link it to a recipient, you’ll need to use the Insert Form Field action.