We sometimes have documents that follow a workflow, i.e. someone initiates the document, the first colleague signs it, the next colleague fills something out in the document to be signed and also signs it, the third colleague fills something out in the document and also signs it. How can this be mapped with DocuSign? A document that has been sent for signature can no longer be changed. Do I then have to take the detour that the second colleague downloads the document, makes his changes and sends it to the third colleague for signature, who in turn downloads the document, adds his changes and signs it?
And another question was whether I can see somewhere in the certificate which documents an envelope contains.
Based in your described workflow, I’d suggest this:
Create an envelope
Add the document(s)
Enable the checkbox “Signing Order”
Add every recipient(signer) necessary to your workflow signing process
Each one will get automatically a signing order (1,2,3,4….)
Click NEXT
Now, in the document(s) you must add the Sign here, Name, and others that you want for each recipient(signer)
If you want they filling up information, add the Text field to the respective recipient so he/she would be able to add information in these Text field(s)
If you want they adding additional documents when signing, you can add a field called Attachment so they can add documents.
Click on the Preview button in the top right corner to see if everything looks fine
SEND it
I hope that helps, if so, please I’d appreciate your Like and mark this as the “Best Answer”
Based in your described workflow, I’d suggest this:
Create an envelope
Add the document(s)
Enable the checkbox “Signing Order”
Add every recipient(signer) necessary to your workflow signing process
Each one will get automatically a signing order (1,2,3,4….)
Click NEXT
Now, in the document(s) you must add the Sign here, Name, and others that you want for each recipient(signer)
If you want they filling up information, add the Text field to the respective recipient so he/she would be able to add information in these Text field(s)
If you want they adding additional documents when signing, you can add a field called Attachment so they can add documents.
Click on the Preview button in the top right corner to see if everything looks fine
SEND it
I hope that helps, if so, please I’d appreciate your Like and mark this as the “Best Answer”
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