Skip to main content
Question

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

  • March 23, 2026
  • 1 reply
  • 12 views

Forum|alt.badge.img

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.

1 reply

Pawan Gangwani
Hero
Forum|alt.badge.img+15

Hello ​@rrsouza 

Welcome to Docusign Community!

DocuSign CLM Workflow:

  1. Add a Review task → assign to Reviewer 1
  2. Add another Review task → assign to Reviewer 2 (sequential, not parallel)
  3. Add a Signature task → assign again to Reviewer 1

Key points:

  • Reviews must be sequential
  • Reviewer ≠ Signer (even if same person)
  • Use roles (e.g., Primary Reviewer / Primary Signer) for reuse
  • Signature starts only after both reviews are approved

Flow:
Draft Complete → Review 1 → Review 2 → Signature by Reviewer 1 → Executed 

👪 Docusign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and rollPawan Gangwani - EY | LinkedIn