Hello ​@PCG 

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. 

Just to clarify, should the Professional Advisors send the envelope, or can you have the PDF copy sent from them and sent to your signers?

Sincerely,

Ma. Cassandra | Docusign Community Moderator
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90% if the time the contract must be send via an envelope generated in the professional advisor’s DocuSign account.  The final fully executed signed pdf version is sent at the end of the reivew and signature process via docusign and sometimes email.  

Hello ​@PCG 

If that’s the case, you may ask the professional advisor, as the sender, to either enable the allow to edit for the recipients to edit documents option or the markup tool. They can also set the signing order and put you as the first recipient so that you can make changes to the document if needed before it goes to other signers. Note that these options must be set up on the sender’s account configuration settings. The other option I can think of is if they can send you a copy of the document first, outside of Docusign, so you can check it and advise them if there’s a revision they need to do before they send it to all the signers.

Please take a look at the relevant articles.
Manager Recipients
How Recipients Use Document Markup
 

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hello ​@PCG 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"