why Recipient Action “Acknowledge Receipt” cannot

Question

I am new to Docusign and have one understanding question about Tags visibility for "Recipient Action"

For example, if i have a recipient as "Signer" I can set tags on the document.

however If i have a recipient as "Acknowledge Recipient" I am not able to set any tags.

The reason is i want to set a user who Acknowledge the document and approve/decline the submitted document.

Is there a way to enable to tags to other Action type as well or I have to keep those recipients as "Signer" as well?

Appreciate your help.

Answer 1

A recipient with Type = "Acknowledge Receipt" cannot have any tags. Using this recipient type in an Envelope workflow simply means that the recipient designated as Type = "Acknowledge Receipt" must open/view the Envelope before the Envelope will be routed to the next recipient in the Envelope's workflow (or move to "Completed" status, if the AR recipient is the final recipient in the workflow).

If you want a recipient to Approve / Decline the Envelope using buttons within the document, then you'd use recipient Type = "Signer" and only add the Approve tag and Decline tag for that recipient. (Contrary to how it may sound, a "Signer" recipient type in DocuSign simply means that the recipient has one or more tags assigned to them within the Envelope -- they don't actually have to be "Signing" the document, unless of course, one or more of their tags are SignHere tags.)