DocuSign - Add Recipient step

Use Add Recipient step to add recipients to a DocuSign envelope. You can select different types of recipients. Based on the selected type, the recipient receives the envelope and is requested to perform an action. For example, a Signer recipient is able to electronically sign documents contained in the envelope.

Knowledge of how DocuSign works is required to use the DocuSign integration provided by K2. You may learn more about DocuSign from the DocuSign website at

You can, for example, use the Add Recipient step in a workflow as part of an Employee Onboarding workflow. The first step would be for a candidate to sign a contract of employment. Use the Create Envelope step to create a new envelope containing the contract to be signed. The contract document is then added to the envelope in a later step in the workflow using the Add Document wizard. You would then use this step to add recipients to the envelope for the contract to be signed.

Drag the Add Recipient step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of an Add Recipient step in a workflow