Assigning signature only to another recipient

Question

Is 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?

JohnSantos · Accepted Answer

@lindsayht- Yes, you could but the customer contact would receive an email twice; one for each role.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.

nathaly.monge · Answer

Hello @lindsayht,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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