Before Anyone Signs - How to Review the Required Tags (placement of signature fields, Text Boxes, etc.)

Question

I am an executive assistant and my boss is tired of people sending requests that do not have all of the required ‘tags’ inserted on the document for him to sign. I also need to confirm if everyone required to sign the form has been added. Therefore, I need to review the Signature Tags, Text Boxes and other required DocuSign tags and each recipient’s tags before any of the recipients receive the document to sign. Is this possible?

David.Schmitz · Accepted Answer

@KimmygI would recommend a few options…Setup a Template for the document if the document is consistently the same for each Recipient(s). The Template can be designedto have the necessary fields and protected so that the Senders could not alter the workflow or the fields.Require the Senders, via the envelope or the Template to add you into the workflow as “Needs to Sign” or “Needs to View” or “Allow to Edit” and therefore you would be required to take an action before the envelope proceeded. “Allow to Edit” would be the best in my opinion as it allows you to alter or correct the envelope just like the Sender.

Alexandre.Augusto · Answer

Hello, @KimmygWelcome to the DocuSign Community!After creating the envelope, added the document(s), added the recipients, customized the email subject and body, you click Next so you can add all necessary tags for each recipient as you’re doing currently.Before click in the Send button, take a look in the top right corner, you’ll see a Preview button. Clicking on it will do a preview for each recipient. You just need to select the recipient then you’ll see all the tags related to that recipient.See the figures:Also, I’d like to suggest a Template if you’re sending repeatable envelopes. A template will permit to you use a document as a template, add the recipients, put the fields (tags) in the locations and set other configurations. If you would like to learn how to create a Template, watch this video.I hope that helps!Alexandre

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