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Needs To Sign - recipient must complete the required fields added to the document, such as signature, initial, and date.

Receives a Copy - recipient receives a copy of the document, with no further action required.

Needs to View - recipient must open and view the document.

Specify Recipients - recipients with this action can specify who will fulfill roles that come in the same position or later as them in the signing order. To give recipients with this action the ability to sign, add them to the role list again, but with a different action that permits signing.

Allow to Edit - recipient can make recipient and document changes (corrections) to an in process document. This recipient must have a valid DocuSign account.

Update Recipients - recipient can edit recipient details for any remaining recipients in the document signing order.