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I’ve got a template where the list of recipients is as follows:

  1. Employee (blank)
  2. Program/Department Director (blank)
  3. Financial (routing group)
  4. Senior Director (routing group)
  5. Executive Director (routing group)
  6. Accounts Payable (signing group)
  7. Accounts Payable (CC)

When I open the Power Form URL, I see the first page, where I input my name and email as an employee and then my supervisor's email as program/department director. The routing and signing groups take care of the rest. When I click on Begin Signing, I’m brought to my template form.

When I click on my template form, the #2 person entered as the program/department director immediately gets an email asking for their document review. If they open the document before the employee completes the required information, they'll see a blank document.

How do I adjust my template/Power Form so the #2 person entered into the workflow doesn’t receive the email to review the document until the first person clicks on Finish?

 

Thanks in advance!  =)

@Joshua.Peter 

On your template, did you set a Signing Order for the Employee and the Program/Department Director?  This will ensure that the Employee completes their portion of the document before it gets routed to the Program/Department Director.

I found it. Somehow, the recipient order had the top two recipients set to 1. For some odd reason, when I tried numbering the second one as two, it automatically set the third recipient as 2. Manually setting the third from 2 to 3 fixed that.

I found it. For some reason, the recipient order had the top two recipients set to 1. For some odd reason, when I tried numbering the second one as two, it automatically set the third recipient as 2. Manually setting the third from 2 to 3 fixed that. Odd.

I’m glad you were able to figure it out.

Hi @Joshua.Peter,

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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