hi
it is our first attempt and I need to:
Create a document in which we add fields for ourselves to complete (defining our contract terms and details) before sending the document to the client for completion of futher fields and for their signature
We want to use this document over and over again without adding the fields every time, to send to different companies.
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
You can start an envelope and get signatures in the following ways:
The Prepare view displays.
Once you start an envelope, you add the documents you want your recipients to review and sign electronically. Docusign supports a wide variety of file formats, covering the popular document, presentation, image, drawing, and spreadsheet applications. When you add your files, Docusign converts them to PDF format for sending and storage.
You can add documents that are stored on your local machine. Depending on your account settings, you may be able to add documents from an authorized cloud storage provider, such as Google Drive or Dropbox. Your Docusign administrator controls which providers you can use. For more information, see "Document Sources" in Sending Settings guide.
Set Signing Order
If your envelope has more than one recipient, you can choose to set a signing order. The signing order helps you control the order where your recipients receive and sign your documents.
A convenient signing order diagram helps you visualize how your envelope will be distributed to the recipients.
With Set signing order enabled, you can specify a recipient routing order. You can set up a simple sequential routing order, where each recipient receives the email notification once the previous recipient has completed their action. You can also have a mix of sequential and parallel routing.
When you use a signing order, you can route an envelope to the same person multiple times. For example, you want to send a purchase order to your manager to approve, then send it on to purchasing to sign, and finally send a copy to your manager again.
With Set signing order turned off, all recipients receive the document in parallel.
If your business sends SOW contracts for client approval, and your client has two approvers (the project manager and the finance officer), you need the project manager to approve it first.
After both approvals, you send a copy to your firm's accounting manager. With Set signing order enabled, you can arrange this sequence so that each recipient receives and signs the document in order.
Please let us know if you require any further assistance. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
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