How to create an envelope with Recipient Manager

1. Upload the document, add the recipient, and select Manages recipient from the signing action dropdown.
2. You can add up to two recipients per Recipient Manager.
1. You can either enter the recipient details or let your Recipient Manager enter them while reviewing the document.
2. The recipient can have either Need to sign or Approver as their signing action.
3. If needed, you can enforce authentication for both your Recipient Manager and the recipient.
3. Click Continue.
4. Drag and drop the document fields for your signer and click Send.

1. Recipient Manager is not supported in bulk send.
2. A Recipient Manager cannot be a recipient in the same envelope request.
3. You cannot have more than two Recipient Managers in an envelope.

What a Recipient Manager sees

1. Open the document and click Review recipients.
2. The Recipient Manager will be prompted to enter the recipient details - name, email address, country code, and phone number. 
3. Click Confirm. The document will be sent to the recipient.

The experience of the signers remains the same as it usually does with Zoho Sign.

Where can I find the recipients assigned by the Recipient Manager?

1. From your Zoho Sign dashboard, click Documents > Document name.
2. You can download the completion certificate, signed document, or view the complete audit trail by clicking More Actions > Activity history.