What roles are available in DocuSign?

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.



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