The DocuSign eSignature process is triggered in our CLM environment, which means the integration involves certain fields to be mapped before triggering the routing for signatures. For this record type, the Effective Dates value is populated based on when the second recipient (Officer) signs the document. Once the Officer (second recipient) signs the document, a contract admin is responsible for updating the Effective Date before the document gets sent out to all parties as a fully executed document. Initially, I was going to set the Contract Admin as the 3rd recipient as a ‘Certified Recipient’ which would cause the executed trigger to wait until the CA accepts the document. I see a few issues with this process but want to run this by anyone for advice. 

Issue: When a document is sent out for signatures and after the first signature is received, how can the contract admin update the envelopes ‘Effective Date’ (remember, this is triggered from a CLM environment, so a DocuSign template is not being used)?

Desired outcome: Recipient 1 signs → Recipient 2 signs → ‘Effective Date’ updated by Contract Admin in the CLM environment and DocuSign (Not sure how it would be able to update the envelope after the initial initialization) → Envelope is fully executed and sent out finalized.

Is anything possible for this routing scenario?

I’m thinking this might have to be done in a few steps. Good thing this only occurs on occasion.