Assigning a Recipient to E-Signature
This guide shows you how to assign a recipient to an e-signature field in QuoteCloud, ensuring documents are signed by the right person.
Â
FAQ — Assigning a recipient to e-signature (Document Editor content block)
What is the purpose of the "Assigning a recipient to e-signature" user guide page?
This user guide page explains how to assign a recipient to an electronic signature field within the Quote Cloud Document Editor content block. It is intended to help users link people (signers or recipients) to signature placeholders so that the system sends the correct signing requests and populates signer information in the document.
Who should read this page?
Document authors, administrators, or anyone creating documents in Quote Cloud that require electronic signatures should consult this page to ensure recipients are correctly assigned and signature workflows operate as expected.
What prerequisites are required before assigning a recipient?
You must have access to the Quote Cloud Document Editor and the appropriate permissions to edit content blocks and send documents for signature. Ensure recipient contact details (such as email address) are available before assigning them to a signature field.
How does assigning a recipient affect the signing process?
Assigning a recipient ties the e-signature placeholder in the document to a specific person or contact so that signing requests and reminders are routed correctly. Proper assignment ensures the signature event is attributed to the intended signer and that notifications are sent to the right address.
Where can I find information about related topics like signature fields, signing order, or multiple recipients?
Details about signature field placement, signing order, and configuring multiple recipients are covered in other pages of the Document Editor e-signature section. If the assigning-a-recipient page does not cover a specific scenario, check the parent e-signature guide or the Document Editor overview linked below for more information.
What should I do if assigned recipients are not receiving signing requests?
Verify the recipient email address and assignment in the Document Editor, confirm you have permissions to send the document, and check any spam or email filters. If problems persist, consult the related user guide pages or contact Quote Cloud support for assistance (see related guides below for more information).
How can I learn best practices for assigning recipients and preparing documents for e-signature?
Refer to the parent e-signature and Document Editor guides for recommended workflows, validation tips (for example, verifying recipient emails), and advice on preparing signature fields to reduce signing errors. Links to those guides are provided in the references section below for more information.
References — related user guides
more information — Assigning a recipient to e-signature (current topic)
more information — Document Editor: Creating and editing e-signature (parent guide)
more information — Document Editor overview and content block topics
more information — Quote Cloud user guide home