+1Is it possible to set up an envelope so that the recipient completes some fields and then assigns the signature element only to another recipient?
E.g. you send to customer contact who completes some contact details and then assigns their manager to complete the signature?
Best answer by JohnSantos
You would assign the tags that need to be filled out to the Customer Contact role. You don’t need to add a signature tag even if the role is “Need to Sign”. After, the fill in the information, the customer contact would receive an email to assign to the Manager.
+19You would assign the tags that need to be filled out to the Customer Contact role. You don’t need to add a signature tag even if the role is “Need to Sign”. After, the fill in the information, the customer contact would receive an email to assign to the Manager.
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