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WesselNewcomer
Newcomer
April 10, 2024
Solved

How do I make a team member mandatory as a recipient in each Envelope?

  • April 10, 2024
  • 13 replies
  • 309 views

Hi all, 

In our sales team, we’re using Docusign to send out quotes. 
Since we need to countersign each quote by our CCO, I want to make him a mandatory recipient. Without the need to do this every single time. 

 

How can I set that up in Docusign?

Thanks

Best answer by Vinicius.Rodrigues

Hi @Wessel !

The only way to make him a mandatory recipient is by adding him to each envelope flow. However, did you try to create a template for it? My suggestion is to create a very simple template with all the necessary flow, and after that, you can “Use” or “Apply” a template in your envelopes - by doing this, your CCO will be automatically added. 😉

Let me share with you a video gallery with some short explanations about templates, besides how to use and create. Please, check our Video Playlist: DocuSign eSignature Templates

Also, I’d like to invite you to join one of our free live webinar sessions related to DocuSign eSignature: Template Creation Basics. You can enroll yourself in any available sessions.

 

Let me know if I helped you!

13 replies

Show previous replies
Michael.Rave
Docusign Employee
Michael.RaveDocusign Employee
Docusign Employee
May 13, 2024

@aniruddha.sune

Actually, there is a way to make recipients required on a PowerForm.

In the template click on the “Customize” and select “Advanced settings” at the bottom:

Check the box for “Don’t allow sender to delete recipient”:

 

This makes the recipient required and the person starting the PowerForm needs to fill it out.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
    New Voice
    aniruddha.suneNew Voice
    New Voice
    May 13, 2024

    @Michael.Rave ,


    Thank you very much.
    This is working. :) This is exactly what I was looking for.

    Thank you very much again.

    Docusign Employee
    Alejandro.RamosDocusign Employee
    Docusign Employee
    May 13, 2024

    Hi @Michael.Rave,

     

    This was a great way to approach  @aniruddha.sune ‘s use case, I appreciate your input.

     

    As always, don't hesitate to let me know if I can help with anything else in the meantime and I will lend a hand as soon as possible. 

     

    Best regards,

     

    Alejandro R. | Docusign Community Moderator  

     

    Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

     

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