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Legacy User
January 7, 2019
Solved

how do i enable the reciver to sign my document. I can sign but what about the client?

  • January 7, 2019
  • 2 replies
  • 76 views
how do i enable the reciver to sign my document. I can sign but what about the client?
Best answer by Community Expert

You would need to add the person who is going to sign as a Recipient with the Recipient Type of "Needs to Sign", then add a Tag/field specific to that Recipient onto the document, wherever they are required to add their signature. So you start with New Envelope, add two Recipients, one for you and one for the client, both set as "Needs to Sign", then when you are on the screen in which you add fields, in the upper left you should see a Recipient dropdown, color coded for each different Recipient. First, you add tags or fields for Recipient 1 (you) then change the Recipient dropdown to the second Recipient (usually a powder blue color), then add tags/fields specific to that Recipient. Because tags/fields are color coded they are only applicable to that Recipient. Send.

2 replies

Docusign Employee
January 7, 2019

You would need to add the person who is going to sign as a Recipient with the Recipient Type of "Needs to Sign", then add a Tag/field specific to that Recipient onto the document, wherever they are required to add their signature. So you start with New Envelope, add two Recipients, one for you and one for the client, both set as "Needs to Sign", then when you are on the screen in which you add fields, in the upper left you should see a Recipient dropdown, color coded for each different Recipient. First, you add tags or fields for Recipient 1 (you) then change the Recipient dropdown to the second Recipient (usually a powder blue color), then add tags/fields specific to that Recipient. Because tags/fields are color coded they are only applicable to that Recipient. Send.

Legacy User
January 7, 2019

THANK YOU SOOOO MUCH!