Assigning signature only to another recipient

Forum|Forum|2 years ago
May 10, 2024
2 replies
95 views

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?

eSignature

Best answer by JohnSantos

@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.

JohnSantos

Answer

Guru

@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.

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nathaly.monge

Docusign Employee

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