What is a Sender Role?

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• Anyone who has the ability to send documents for signing through DocuSign is a Sender.

  • To check if you are a Sender, log into DocuSign and click the Manage tab. If you see a black New button (in the gray menu on the left side of the screen above the Shared Envelopes button) it means that you are a Sender. If you don't see this button it means that you are a Viewer, however you can request to upgrade to a Sender role by submitting an RT ticket.

• 'Sender' can refer to someone that creates/sends a document through DocuSign only. It can also refer to someone who uploads documents generated by Google Forms to DocuSign for signing.