I’m new to DocuSign so bear with me.
To follow HMLR rules I will send a document to a customer to sign and have witnessed. However the completion date will need be left blank until sometime later.
What is the best way to achieve this to ensure the conveyancer adds the date? Is it simply to add the conveyancer as the final recipient of the document?
Thanks
Gareth
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Yes, the best way would be to add the conveyancer as a recipient with the needed date fields assigned to them, if the date has to go last, I recommend using a signing order and adding them as last: Set a Signing Order
If it has to be several days after the last signature, I also recommend pairing it with Delayed Routing which allows you to select a date of when you want the documents dated within a 30 day range: Add Delays Between Recipients in a Routing Order
Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
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Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
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Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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