@annettem You are correct in that Recipients only see the DocuSign fields assigned to them at the time of action. If you are Recipient #1 in the envelope workflow, you would not see DocuSign fields assigned to Recipient #2.  However, if Recipient #1 has a DocuSign field to fill out and they add data, when the envelope is received by Recipient #2 they will see the data entered by Recipient #1, but not be able to add/edit.

Note: Typically what I do when testing a new Template or envelope process is to set all Recipients to my email address so that I receive the envelope at each and every step to validate fields and data entry.

Hi @annettem,

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.

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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.