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customizing a signing order

  • November 7, 2024
  • 3 replies
  • 54 views
J
Newcomer
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I’m wondering if anyone has successfully solved for the follow sequence via a signing order. This is for job offer letters.

  • Recruiter set as viewer
  • sends to recruiter 
  • recruiter views 
    • may ask for edits for sender (coordinator)
  • Candidate set as signer
    • should not send to candidate until coordinator makes any edits requested by recruiter. 
    • would be ok to send automatically if no edits requested, but this is a nice to have. 

Currently, our recruiting coordinators are doing this as a two step process. They send the doc to the recruiter set as a viewer. The recruiter replies all good or needs edits. Coordinator makes any requested edits then sends to the candidate set as the signer. 

 

Thanks in advance for the help. 

Best answer by mr1

@Jarbit 

You could set the recruiter as a ‘signer’ - so that, if everything is fine, the recruiter signs/checks off a box/does something to move the process along and the document passes on to the candidate. If the recruiter requests edits they can contact you and have the envelope ‘corrected’ before they sign.

You’d need to set a signing order - making the Recruiter #1 in the order and the Candidate #2 (so that the candidate will not see the document before it is finalized). 

would that work?

good luck

mr1

3 replies

M
Respected Advisor
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  • mr1Respected Advisor
  • Respected Advisor
  • Answer
  • November 8, 2024

@Jarbit 

You could set the recruiter as a ‘signer’ - so that, if everything is fine, the recruiter signs/checks off a box/does something to move the process along and the document passes on to the candidate. If the recruiter requests edits they can contact you and have the envelope ‘corrected’ before they sign.

You’d need to set a signing order - making the Recruiter #1 in the order and the Candidate #2 (so that the candidate will not see the document before it is finalized). 

would that work?

good luck

mr1

MR1
A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • November 23, 2024

​Hi ​@Jarbit,

 

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

J
Newcomer
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  • JarbitNewcomer
  • Author
  • Newcomer
  • December 13, 2024

@Jarbit

You could set the recruiter as a ‘signer’ - so that, if everything is fine, the recruiter signs/checks off a box/does something to move the process along and the document passes on to the candidate. If the recruiter requests edits they can contact you and have the envelope ‘corrected’ before they sign.

You’d need to set a signing order - making the Recruiter #1 in the order and the Candidate #2 (so that the candidate will not see the document before it is finalized). 

would that work?

good luck

mr1

 

Yes, I set this up, but the coordinators, who have the “sender” permission don’t see the “correct envelope” option. Neither do I and I have the admin. permission. 

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