Multiple recipients on one case

A case can have as many recipients as you need. For each recipient, you decide whether they sign, approve or just get a copy, and in which order it happens.

The video shows how to add three recipients and set the order. Below, you can read how it works.

How to do it

1. Go to Recipients. Create a case or open a draft, and go to the Recipients step.
2. Add the recipients. Click Add recipient and enter the email and name. Repeat for everyone who should be on the case.
3. Set the order. The recipient's number decides the order. Everyone with number 1 gets the case first. When they have signed, it moves on to number 2, and so on.
4. Write a personal message. Tick "Custom message" on the recipient and write the message. Only that recipient gets it, along with the case's usual email.
5. Require CPR validation. Tick "Validate CPR number" when you need to be sure who signs. The recipient then confirms with MitID and their CPR number.
6. Choose a method for one recipient. Under each signer, you can choose a specific signing method. If you leave it empty, the methods from the case settings are used.
7. Make someone a copy recipient. Untick "Must sign". The recipient then gets the documents without having to sign.
8. Make someone an approver. Tick "Must approve" if the recipient should approve the documents instead of signing them.

Good to know

• Give several recipients the same number, and they get the case at the same time and can sign in any order.
• "Import contacts" brings in recipients from your contacts, including whole groups at once.
• With "Add SMS", the recipient can also get the case by text message.
• You can still add a recipient after the case is sent, as long as not everyone has signed.

Questions and answers

When does number 2 get the documents?

As soon as every recipient with number 1 has signed or approved.

What's the difference between signing and approving?

An approver confirms that the documents are in order without signing them. It's useful for, say, a manager who has to OK an agreement before it moves on.

Do copy recipients get the signed documents?

Yes. Copy recipients get the documents and can follow along, but they don't have to do anything.