Recipients
Recipients are the people who participate in your agreement, the ones who need to sign, approve, or receive a copy. For each recipient, you enter their name and email address and choose their role.
Recipient Roles
The role you assign tells Propper what that person needs to do.
| Role | What they do |
|---|---|
| Signer | Must complete all fields assigned to them. The agreement can't finalize until every signer finishes. |
| Carbon Copy | Receives a copy of the completed agreement by email. No action required. Use this for anyone who needs the final document for their records, HR, legal, finance. |
| Certified Delivery | Must open and view the agreement. Their viewing is tracked and recorded, but no signature is required. |
| In-Person Signer | Signs on a device you're hosting, face-to-face. Use this when the signer doesn't have their own device or email. |
Additional roles exist for specialized legal workflows, Witness, Notary, Approver, Agent, and others. Contact support if your workflow requires one of these.
How to Add a Recipient
- Go to the Recipients step of your agreement.
- Click Add Recipient.
- Enter the recipient's full name and email address.
- Select their role.
- Repeat for everyone who needs to participate.
At least one Signer is required before you can send.
Signing Order
By default, all recipients receive their invitation at the same time. If the order matters, for example, a manager needs to approve before an employee signs, you can enable signing order to send invitations in sequence.
→ See Signing Order for setup and examples.
Identity Verification
For agreements where you need stronger assurance that the right person is signing, you can require recipients to verify their identity before accessing the document. Options include email codes, SMS codes, access codes, and third-party identity verification.
→ See Identity Verification for setup details.
A Few Things to Know
- You can reorder recipients after adding them. When signing order is enabled, their position in the list determines their place in the sequence.
- Carbon Copy and Certified Delivery recipients don't block completion, they receive notifications independently of the signing flow.
- If one person should fill multiple roles, you can assign the same email address to more than one role.