Adding Recipients and/or Third Parties

Recipients or third parties can be added depending on the options selected in Fulfillment Options.

Add Recipient displays in the grid for the following scenarios:

  • Direct to Paper is selected.

  • Electronic Delivery and Signature Required are selected, Interactive Signing is not selected, and additional authentication required. Challenge questions display on the Add Recipient page.

  • Electronic Delivery and Signature Required are selected and Interactive Signing is not selected.

Add Recipient and Add Third Party display in the grid for the following scenario:
  • Electronic Delivery is selected and Signature Required is not selected.

  • Interactive Signing is selected.