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Advice on recipients list

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New Voice
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Hello Everyone, 

I am working on building an envelope template for my HR department tax form. The HR user will just fill out this form with all required fields and send it to the employee to sign. This HR user has an account on Docusign, and the employee doesn’t have a Docusign account. the HR user will just log in and use my template to send that envelope to the employees. Based on my description, how many recipients should I add to the recipients list in my template? And what are the roles? We prefer to send only one email to the employee to sign the form. 

 

Thanks 

Best answer by Vinicius.Rodrigues

Hi ​@aalamour1981 !

There are a few different options you can use in this scenario. One of them would be to use the Pre-fill tool, where the sender (HR analyst) will have to provide the new employee's email and then fill in the basic information for that specific transaction. In this scenario, there would only be a need to add one recipient (new employee).

However, it is possible for the HR analyst to be added first in the flow, so HR can fill in all the information and, only after they finish, the document will be sent to the second recipient (new employee).

 

In these two scenarios above, I am not considering that other people need to receive copies or sign the document after the new employee completes their process! If such actions are necessary, more recipients may be required.

 

To help you with this question, I’d like to share three resources:

- free webinar on creating templates (live or recorded)

- video on how to create templates

- article about how to Create a Template and Add Pre-fill Fields

 

Let me know if I could help you with this question!

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2 replies

Vinicius.Rodrigues
Docusign Employee
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Hi ​@aalamour1981 !

There are a few different options you can use in this scenario. One of them would be to use the Pre-fill tool, where the sender (HR analyst) will have to provide the new employee's email and then fill in the basic information for that specific transaction. In this scenario, there would only be a need to add one recipient (new employee).

However, it is possible for the HR analyst to be added first in the flow, so HR can fill in all the information and, only after they finish, the document will be sent to the second recipient (new employee).

 

In these two scenarios above, I am not considering that other people need to receive copies or sign the document after the new employee completes their process! If such actions are necessary, more recipients may be required.

 

To help you with this question, I’d like to share three resources:

- free webinar on creating templates (live or recorded)

- video on how to create templates

- article about how to Create a Template and Add Pre-fill Fields

 

Let me know if I could help you with this question!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
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    aalamour1981
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  • aalamour1981New Voice
  • Author
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  • 8 replies
  • April 14, 2025

​@Vinicius.Rodrigues Hello Vinicius, I just used the first approach as the HR users have accounts on Docusign with the role DS Sender. 

Thanks for the help and for answering my question. 

Vinicius.Rodrigues
1 person likes this
  • Vinicius.Rodrigues
    Vinicius.Rodrigues

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