How do I make it mandatory for a signer to sign a document before they can download it?
I have a document that needs to be signed as received before the signer can download it. Is there a way to restrict download access until the signer signs it?
I have a document that needs to be signed as received before the signer can download it. Is there a way to restrict download access until the signer signs it?
Not to my knowledge, but there is a workaround you could do. The short version is you send the document to them twice in a cascade, but the first time, all they can see is a page that says they received it. Once they’ve signed that, they’ll then get the full text of the document.
To do this:
Once this is done, and you send the envelope, he’ll get one email inviting him to sign the envelope. When he opens it, he’ll just see the document with the one line and its block. Once he signs it, that triggers DocuSign to send him another email asking him to sign the envelope. When he clicks into that link, he’ll be viewing it as the “signer” so he’ll see everything.
Clear as mud, right?
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