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There are 3 primary roles in DocuSign:

  • Signers can sign documents, create and save signatures, and track the routing status of workflows in which they are identified as recipients.
  • Senders able to do all of the signer actions and can send envelopes to others or be designated by a sender as a 'manage envelope' role and have the ability to change routing for subsequent recipients for a given envelope.
  • Form Masters can create forms and have all of the access of signers and senders.

 

  • You do not need an account to sign a document that you receive via DocuSign.

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