Box Status
Print

Enabling Recipient Controls

Admin , Box Sign , Established

Overview

An admin or co-admin with edit permissions can enable Recipient Controls in Box Sign to manage how signature request recipients interact with signature requests. These settings include:

  • “Get a Copy” Role: Automatic delivery of signed documents to "Get a Copy" recipients once the signature request is completed.
  • Recipient Actions: Requires recipients to provide a reason for declining a signature request.

“Get a Copy” Role

Admins can control how recipients who are assigned the “Get a Copy” role in a signature request receive delivery of signed documents once the signature request is completed.

  • When this setting is enabled, the signed documents are automatically saved to the recipient’s My Signed Documents folder in Box, and the recipient also receives an email with a link to the signed documents.
  • When this setting is disabled, recipients receive only an email with a temporary link to the signed documents. The link expires after 80 days, and the completed documents are not automatically saved to Box. Admins should ensure that these signed documents are appropriately downloaded, stored and/or printed by the recipients classified as “Get a Copy” as the signed documents will not be saved in any folder within Box if this recipient control setting is disabled.
Note: If a sender is also assigned the “Get a Copy” role, signed documents are saved to the sender’s My Signed Documents folder regardless of this setting. If the folder cannot be created, the sender receives a temporary email link instead.

Enabling "Get a Copy" Role

To enable the recipient settings for “Get a Copy” role:

  1. Go to the Admin Console > Enterprise Settings.
  2. Click the Box Sign tab.
  3. In the Recipient Controls setting, turn on the “Get a Copy” Role toggle.
  4. In the upper-right corner of the Admin Console, click Save.
Note: If the recipient control setting is enabled along with the Restrict Content Creation setting that Only admins can create and delete first-level folders, files and bookmarks within the Content & Sharing tab in Enterprise Settings, then the My Signed Documents folder for the recipient(s) will not be created. 

Impact on other roles

The “Get a Copy” recipient control setting does not impact users who have been classified as “Signers” or “Approvers” in a signature request. Those users will still receive copies of the signed documents within the “My Signed Documents” folders once the signature request has been completed by all recipients. Recipients classified as “Signers” or “Approvers” will also receive an email with a temporary link to the signed documents.
If a recipient has been added to a signature request as either a “Signer” or an “Approver” accidentally, then the recipient can decline the signature request. By doing so, the user will be removed as a recipient to the signature request and will not receive a final copy of the signed documents saved to the recipient’s Box account.

Recipient Actions

Admins can require recipients to provide a reason when declining a Box Sign signature request.

When this setting is enabled:

  • Recipients are prompted to provide a reason when declining a signature request.
  • Recipients cannot decline a signature request until a reason is provided.
  • The reason is recorded in the signing log.
  • The sender and the recipient who declined the signature request receive an email notification with the reason.

To enable mandatory reason for declining, the Admin should:

  1. Navigate to the Admin Console and select Enterprise Settings.
  2. Select the Box Sign tab and scroll down to Recipient Controls.
  3. Under Recipient Actions, turn on the Require recipients to provide a reason for declining toggle.
  4. In the upper-right corner of the Admin Console, click Save.

Related articles