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?
- You upload a document using the create document call.
- 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
}
]
}
]
}
}