Reviewing recipients before sending
2 min read
Updated Apr 14, 2026
Most delivery problems start with recipient setup. A quick recipient review is the simplest way to prevent bad routing, incorrect emails, or unexpected approver behavior.
Before you begin
A draft with all participants added
The final version of the recipient list
Clarity on who signs, approves, or receives CC visibility
Check names and emails
Make sure each participant is attached to the right email address.
Once delivery starts, fixing a wrong email usually means resend or void work.
Check roles and order
Confirm who is a signer, approver, or CC recipient and whether the routing mode matches the real process.
Roles influence what each person sees and when they can act.
Check the message context
Use the custom message to explain anything recipients should know before opening the link.
That is especially useful in sequential workflows or compliance-heavy approvals.
Pro Tips
Read the recipient list out loud before a high-stakes send.
If several recipients share the same domain, slow down and verify each email individually.
Avoid adding CC recipients unless the visibility is truly needed.
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