Create a DocuSign CLM Workflow with 1st and 2nd Reviewers and back to 1st for Signature

Question

I need guidance on creating a workflow where the 1st and 2nd reviewers complete their reviews and the document goes back to the 1st reviewer for signature.  Thank you.

Pawan Gangwani · Answer

Hello ​@rrsouzaWelcome to Docusign Community!DocuSign CLM Workflow:Add a Review task → assign to Reviewer 1Add another Review task → assign to Reviewer 2 (sequential, not parallel)Add a Signature task → assign again to Reviewer 1Key points:Reviews must be sequentialReviewer ≠ Signer (even if same person)Use roles (e.g., Primary Reviewer / Primary Signer) for reuseSignature starts only after both reviews are approvedFlow:Draft Complete → Review 1 → Review 2 → Signature by Reviewer 1 → Executed👪 Docusign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

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