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Delegate to multiple people

  • April 4, 2024
  • 3 replies
  • 122 views
M
Newcomer
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Is it possible to delegate the document to multiple people for signature?As an example; This is a tripartite agreement.I will send the agreement to Henk. Henk knows which three parties have to sign and I don't.Can Henk then forward it to person A, B and C?

Best answer by Michael.Rave

@Maartje

No, you can only change the signing responsibility to a single person, when you are a signer.

You could configure Henk with the Specify Recipients role and have him specify person A, B and C, which you put placeholders into the signature workflow when creating the envelope.

    3 replies

    Michael.Rave
    Docusign Employee
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    • Michael.RaveDocusign Employee
    • Docusign Employee
    • Answer
    • April 4, 2024

    @Maartje

    No, you can only change the signing responsibility to a single person, when you are a signer.

    You could configure Henk with the Specify Recipients role and have him specify person A, B and C, which you put placeholders into the signature workflow when creating the envelope.

    "Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
    JohnSantos
    Guru
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    • JohnSantosGuru
    • Guru
    • April 4, 2024

    @Maartje Specify Recipient role is exactly what you would use for your example above.   It is not enabled automatically, look up this feature under Sending Settings → Recipient Roles ☑ Enable specify recipients.

    Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
    C
    Community Moderator
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    Hi @Maartje,

     

    I hope you are doing well.

     

    I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

     

    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,

     

    Christopher | Docusign Community Moderator

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

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