Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
Managing Document Recipients
Efficiently managing your Document recipients is essential for maintaining a smooth Document workflow, getting Documents signed, and successfully closing deals with PandaDoc. In this 20-minute course, you will learn how to effectively manage Document recipients before and after the Document is sent. You will have the opportunity to view multiple videos as well as try out what you have learned in this multi-lesson course.
This course is designed for:
All Document creators
By the end of this course, you will know how to:
- Customize Template Roles and manage Recipients' Permissions for your Templates
- Manage your Document recipients after a Document has been sent
- Set up a Recipient Verification Process to ensure that your Document reaches its intended recipients
- Define a recipient signature as a Qualified Electronic Signature for added security
Availability:
All plans*
*Some features may be limited by plan or offered as an add-on.