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Zoho sign
Zoho sign

How can I have my recipients review and change associated recipients?

Zoho Sign now allows you to add a "recipient manager" which helps a recipient to review, modify, or add details for any recipients associated with them in the workflow.

Learn more about manages recipients role in Zoho Sign

How does this work?

  1. You upload a document using the create document call.
  2. The recipient's actions, SIGN or APPROVER, must be passed within the action_type Manage.

Note: If you are unsure about the recipient details, you have to pass additionally pass the parameter, recipient_specified = false, and your recipient will add the signer details.
 

Sample request

{
    "requests": {
        "actions": [
            {
                "recipient_name": "John Martin",
                "recipient_email": "john.martin@securesign24x7.com",
                "action_type": "MANAGE",
                "sub_actions": [
                    {
                        "recipient_name": "John Zylker",
                        "recipient_email": "john.zylker@securesign24x7.com",
                        "action_type": "SIGN"
                    },
                    {
                        "action_type": "APPROVER",
                        "recipient_specified": false
                    }
                ]
            }
        ]
    }
}
Request Demo