Recipient role

What a person on an envelope is being asked to do — sign it, approve it, or simply be sent the result.

A recipient role says what someone on an envelope is being asked to do.

A signer completes fields and signs. A approver reviews and approves or declines without necessarily signing anything. A copy recipient (cc) is sent the completed agreement and is not asked to act at all.

The cc distinction carries real consequences that are easy to get wrong. A copy recipient is copied, not asked: never invited to sign, never chased by a reminder, never warned that a link is about to expire, and never given a field. They receive the completed document like everybody who signed.

Getting this wrong produces a specific and embarrassing failure — chasing somebody for a signature on a document they were only ever meant to be shown.

Last reviewed 2026-09-18. Pactlyra produces a detailed evidence record for every completed document. Electronic signature validity depends on your jurisdiction, the document type, and how the transaction is carried out; nothing here is legal advice.