It sounds like you would want to have a #1 role with Specify Recipients and a #2 role with Needs to Sign and have the fields assigned. You would put in the name/email of the person you know into the #1 role. Once sent, that person will get a popup window that asks them to fill in the name/email of the #2 person that will actually be filling out and signing the envelope.
If you enter a #2 role needs to sign, you have to have the name of the person and we were not given the name of the person that needed to sign. I am trying something different. I’ll see if that works.
Hi Meda - as long as you have the #1 recipient set as Specify Recipient, you will not need the name and email for the #2 recipient. You will just need to assign them a role, such as Signer, and you will be able to send the envelope.
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