@seantrbi

You can use DocuSign's delay feature to set up your envelope as follows:

1. Create Two Signing Orders: Use the recipient's name and email in both orders. The first order is for review, and the second is for signing.

2. Review Role: In the first order, the recipient reviews the document. If there are fields you want them to see (besides the signature and date), ensure they are set as pre-filled fields.  Assign “Needs to View”

3. Delay Signing: In the second order, add a delay to prevent signing until the specified period has passed. Assign the signature field and date sign to this role. 

This setup allows your recipient to review the document during the cooling-off period and sign afterward.

You can find more information here about Add a Delay Between Recipients (docusign.com)

If the recipient does not have to see the information, then you can skip the first role and just add a delay to the recipient.  

Hello @seantrbi ,

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Nathaly | Docusign Community Moderator
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