---
title: Recipient Settings
description: Discover SimpleSign’s knowledge hub, learn how to use every feature, maximize functionality, and get the most out of your e-signature experience.
---

[Skip to content](https://knowledge.simplesign.io/en/recipient-settings#main-content)

English

Show submenu for translations

[More support](https://knowledge.simplesign.io/en/kb-tickets/new?hsLang=en)

[![](https://knowledge.simplesign.io/hubfs/simplesigLogoBlack-01-1.svg)](https://knowledge.simplesign.io/en/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://knowledge.simplesign.io/en/kb-tickets/new)
- [Contact us](https://www.simplesign.io/contact-us)

[Contact us](https://www.simplesign.io/contact-us?hsLang=en)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Academy](https://knowledge.simplesign.io/en?hsLang=en)
2. [Legacy plattform](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en)
3. [Send for signature](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#send-for-signature)

August 18, 2025

# Recipient Settings

## Manage Your Default Fields For Sending Templates To Your Recipients

In the **"Recipient Settings"** section you can choose the default fields that are used when sending a contract. In this article we will walk you through the easy process of doing so.

1\. Open the menu on your left and go to "Settings" then choose "Recipient Fields".

![](https://downloads.intercomcdn.com/i/o/227666087/41aff4b767f0f410b22a3eb2/image.png?expires=1754316900&signature=04087c0a216a078e4d85f6dbed74d1be4edd6bf8196e75b3dc0a9dfb753b29b5&req=diIgEM94nYlYFb4f3HP0gJwtWJRcaRFO8v5fBj9%2FBvvUhq4f%2Fe4tp2hjE%2BE3%0AjdA%2FJorGYOixNOIhww%3D%3D%0A)

3\. The following page will appear. Now edit the information you would like to have available when sending your contracts.

Here you can change the role of the recipient as well as add more roles. ***Note!*** Person fields are connected to the recipient information and organization fields to company information.

You can also choose to add custom fields by pressing the grey buttons below. The only mandatory information when sending your documents is name and e-mail.

![](https://downloads.intercomcdn.com/i/o/227666839/a2c372ae52e18bb416101fc3/image.png?expires=1754316900&signature=f71fc399469f8b824085a1bb8748ed3d3441d6bf0b5c8ed633006bbb4d0b162c&req=diIgEM94lYJWFb4f3HP0gMAllRBrpaQyb4Dl7ySGW3n1Un6nHHJEpO1Yg1BL%0A5XMqkC4%2BJhJttUW%2BzQ%3D%3D%0A)

4\. Now go to the right corner below and press "Save". Your default settings are ready to be used when sending your documents!

 

- [New product version](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#main-content)

    - [Manage Account Settings](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#manage-account-settings)
    - [Dashboard](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#dashboard)
    - [Template/ Document creation](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#template-document-creation)
    - [Document Repository](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#document-repository)
    - [Send for signature](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#send-for-signature)
    - [Contract Cards](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#contract-cards)
    - [Settings](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#settings)
- [Legacy plattform](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#main-content)

    - [Getting started](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#getting-started)
    - [Manage Account Settings](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#manage-account-settings)
    - [Platform Management](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#platform-management)
    - [eSignature](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#esignature)
    - [Template/ Document creation](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#template-document-creation)
    - [Document Repository](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#document-repository)
    - [Settings](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#settings)
    - [Send for signature](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#send-for-signature)
    - [Add-Ons](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#add-ons)
    - [Contract Cards](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#contract-cards)
    - [Integrations](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#integrations)
- [FAQs](https://knowledge.simplesign.io/en/faqs?hsLang=en)
- [Integrations](https://knowledge.simplesign.io/en/integrations?hsLang=en#main-content)

    - [CAB](https://knowledge.simplesign.io/en/integrations?hsLang=en#cab)
    - [Teamtailor](https://knowledge.simplesign.io/en/integrations?hsLang=en#teamtailor)

[![](https://knowledge.simplesign.io/hubfs/simplesigLogoBlack-01-1.svg)](http://simplesign.io?hsLang=en)

[mailto:supportdesk@simplesign.io](mailto:supportdesk@simplesign.io)

Copyright © 2025, Simple Sign International AB