Hi! I need to confirm this configuration is supported:
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Upload PDF (with AcroForm fields or place DocuSign fields manually)
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Recipient A (Form Filler) = Needs to Sign, no signature/initial tabs — just text/number/date fields assigned to A.
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Recipient B (Director 1) = Needs to Sign with signature/date tabs.
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Recipient C (Director 2) = Needs to Sign with signature/date tabs.
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Signing order: A = 1, B = 2, C = 2 (so directors receive/sign in any order after A finishes).
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Auth: Access Code/SMS for A; SMS for B & C.
Questions:
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Will Recipient A be able to complete the ceremony (click Finish) without any signature tab, and will routing then continue to B & C?
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With B=2 and C=2, will the directors be sent in parallel and allowed to sign in any order?
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Are A’s fields read-only for B & C by default (i.e., directors cannot change what A entered unless “collaborative fields” is specifically enabled)?
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Any settings I should enable/lock (template or account) to prevent recipients from changing documents/recipients/routing?
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Any trial account limitations that would prevent: (a) auto-converting AcroForm fields to DocuSign fields; (b) using SMS OTP per recipient?
Thanks!