eSignature Envelope Recipients Monthly Round-Up | Recap & Recording

January’s Topic: eSignature Envelope Recipients 
 

For our first Monthly Round-Up event, Docusign University Product Trainer Chessie Aleman walked through several questions and solutions regarding eSignature Envelope Recipients.

We encourage you to watch the recording above for in-depth demonstrations. In addition, here are some quick takeaways:

Question #1: “I’d like to change the signing order of an envelope that was sent. In the past it was done through the correct button, but now I don’t see the correct option anymore. Has it been removed? What are my options?” 

Correcting Envelopes & Changing Signing Order

• Who can use it? The “Correct” button is only available in paid accounts—but it’s perfect for small updates (like reordering signers) while an envelope is still in progress.
• Pro Tip: Locate the sent agreement, click the ellipses, and select Correct to adjust signers or fields.

Question #2: “I’m creating an envelope, bulk sending to around 50 recipients. I’m trying to arrange the signing order as: Recipient first → Sender (myself). It seems like all the envelopes must be signed by me first before sending it out. How can I put myself as the last signer?” 

 Bulk Send for High-Volume Workflows

• What does it do? Easily send the same document(s) to multiple recipients at once via CSV uploads or manual entry.
• Take Control: Fine-tune the signing order—even set yourself as the last signer if needed.

Question 3: “I’m sending a purchase agreement and need 2 sellers to sign before it goes to multiple buyers. The buyers can sign in any order. Can I label the 2 sellers as ‘1’ and then all buyers as ‘2’?”

Parallel Signing Orders

• Why parallel? Let multiple recipients sign at the same time. Perfect for situations like two sellers signing first (both labeled “1”) before sending on to buyers (labeled “2”).
• Efficiency Win: Reduce wait times by avoiding strict one-by-one sequencing.

Question 4: “Our recruiting coordinator sends a job offer to the recruiter first. If edits are needed, the recruiter requests them before sending it to the candidate. We’d love for the candidate to be auto-routed if no edits are requested—but still allow quick edits when necessary. Any suggestions?”

 “Allow to Edit” for Intermediary Recipients

• When to use it? Helpful for scenarios like job offer letters where recruiters and coordinators might need quick edits before sending to the candidate.
• Access Tip: Users with “Allow to Edit” must have the right Docusign permissions (sender level or higher).

Question 5: “I have 40 documents to be signed by two parties: Party A (the same for all 40) and 40 different Party Bs (one for each document). How do I send all 40 documents to Party A at once but ensure each Party B only sees their own document?”

Document Visibility

• 40 Documents, 1 Party A, 40 Party Bs? No problem. Configure all 40 docs in one envelope and use Document Visibility to ensure each Party B only sees their relevant file.
• Secure & Streamlined: Party A signs all, while each Party B sees only their own document.

💬 Got questions or want to keep the conversation going? Drop them in the comments below 👇

*Attached to this post is a PDF version of the slides shown in the recording!