Why does recipient Name/Email not save when sending from zipForm?Do your Recipient names and emails not save when you send a document for signature from zipForm?
If you've checked the box of the Role and entered the recipient Name and Email as shown below...
… when you click Done the fields for Name and Email are empty. Only the Role is populated.
This is a zipForm issue that happens because the box was checked PRIOR to entering the recipient’s information, which does not save. To avoid this, check the box AFTER entering the Recipient’s information, then click Done, it will be listed as shown here:
If you've already entered the info and it's not showing, you can just click the (+) to reopen the Transaction Parties menu, uncheck all boxes, then re-check the desired boxes and click Done.