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Question

allow signing 2x - first as delegated followed by assigned signature

W
Newcomer
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My documents require a series of signatures for compliance purposes. Occassionally, the CFO will reassign to his delegated signer whose required signature immediately follows the designated signature.

This designated/assigned signer says they are not offered a second opportunity to sign where required.

How can I allow mobile access to signing for this individual who gets assigned as delegated signature, immediately followed by their assigned signature.

They have responded saying they cannot get the second signature placed, even after I resend the document.

R
Community Moderator
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Hello ​@WSLH ,

 

Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!

 

We would be glad to assist you in resolving the issue with the delegated signer not being offered to sign the document a second time.

To better understand your process, can you please send a screenshot of the Recipients List of your template without any emails included?

For example:

If you have a sample envelope IDl, kindly provide one as well.

Looking forward to your response.

Best regards,
Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

M
Community Moderator
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Hello ​@WSLH,

I hope you are doing well. We'd like to confirm if you still need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

W
Newcomer
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  • WSLHNewcomer
  • Newcomer
  • April 4, 2025

Please see attached.

Signing wo redirect is not an issue

Signing w redirect causes issues when CFO asks Director to sign. This should go to Director a second time for his signature where he is assigned. He claims this is not occurring, even when I resend. 

Workaround is available but requires redirecting Director’s signature to another email after correcting signing queue.

Please advise what is needed to get redirect to follow proper sequence.

  

M
Community Moderator
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Hello ​@WSLH,

Thank you for getting back to me and my sincere apologies for the late revert

To clarify, the signing process involves the CFO delegating the Director to sign on their behalf. However, the Director is also a recipient of the document and they do not have the option to sign the second time?

Question, did the CFO set the delegated signer under My Preferences > Add Delegate? Article: Add a Delegate To Sign on Your Behalf

Could you kindly provide a more detailed step-by-step process of what was done when the issue occurred? For example, is there a specific signing order, and is the issue related to signing as a delegate or as part of the recipient?

Could you please send me a private message with the envelope ID, along with the emails of the affected recipients? Locate a Docusign envelope ID

Feel free also to open a support case here and request a callback and screen share. 

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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