DocuSign DocuSign Recipient Management and Document Handling 1 — Questions and Answers
Question 1: Which DocuSign recipient type receives the envelope for review but is NOT required to sign or approve?
- Signer
- Carbon Copy (Correct answer)
- Certified Delivery
- In-Person Signer
Correct answer: Carbon Copy
A Carbon Copy recipient receives a copy of the envelope for informational purposes but has no action required.
Question 2: What distinguishes a 'Certified Delivery' recipient from a 'Carbon Copy' recipient in DocuSign?
- Certified Delivery recipients must open and acknowledge the envelope (Correct answer)
- Certified Delivery recipients must apply a digital signature
- Certified Delivery recipients receive the envelope after all signers complete
- Certified Delivery recipients can edit document fields
Correct answer: Certified Delivery recipients must open and acknowledge the envelope
A Certified Delivery recipient must open and acknowledge receipt of the envelope, providing a tracked confirmation unlike a passive Carbon Copy.
Question 3: What is the purpose of an 'In-Person Signer' recipient type in DocuSign?
- To allow signing via fax
- To enable a host to facilitate signing for someone physically present at the same device (Correct answer)
- To require wet ink signatures alongside electronic ones
- To send the envelope to a government notary
Correct answer: To enable a host to facilitate signing for someone physically present at the same device
The In-Person Signer role lets a DocuSign user act as a host who hands the device to a co-located signer who completes the process on the spot.
Question 4: Which recipient feature allows multiple people who share a job function to sign from a shared pool, with only one required to act?
- Signing groups (Correct answer)
- Parallel routing
- Bulk recipients
- Delegated signers
Correct answer: Signing groups
Signing Groups let you assign an envelope to a named group so any member can fulfill the signing requirement on behalf of the group.
Question 5: What happens when a recipient's email address is entered incorrectly in DocuSign and the envelope has already been sent?
- The envelope automatically reroutes to the sender
- The sender must void the envelope and start over
- The sender can use the Correct function to update the recipient's email (Correct answer)
- The recipient can self-update their email within the signing session
Correct answer: The sender can use the Correct function to update the recipient's email
The Correct feature allows the sender to update a recipient's email address and other details on an in-flight envelope without voiding it.
Question 6: Which access authentication method in DocuSign requires a recipient to enter a one-time passcode sent via SMS before accessing the envelope?
- Knowledge-based authentication
- SMS authentication (Correct answer)
- Access code authentication
- ID verification
Correct answer: SMS authentication
SMS authentication sends a one-time passcode to the recipient's mobile number that must be entered to unlock the signing session.
DocuSign DocuSign Recipient Management and Document Handling 1
Which DocuSign recipient type receives the envelope for review but is NOT required to sign or approve?