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How to set up field to unknown recipient?

  • May 16, 2024
  • 2 replies
  • 912 views

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I have a form I am sending out for signature. One of the fields could be for an unknown recipient. Is there a way for the original recipient send it the person who needs to sign that specific field? There are about 4 fields on the form for signature but only 1 could be for a different signee.

 

Best answer by Alexandre.Augusto

Hello, @DebWill 

 

You are welcome to the Docusign Community!

 

When creating the envelope you can add the recipient that should fill in some fields and after he completes the signing process, get a pop up window to fill up a name and email for a next signer.

 

That is possible using the action: Specify a signer.

 

See this example:

Luke should sign the envelope.

After signed, he will need to specify another signer.

Such second signer will fill in any field related to him/her, sign then finish.

 

 

Let me know if I answered your question.

 

Best,

Alexandre

2 replies

Alexandre.Augusto
Docusign Employee
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Hello, @DebWill 

 

You are welcome to the Docusign Community!

 

When creating the envelope you can add the recipient that should fill in some fields and after he completes the signing process, get a pop up window to fill up a name and email for a next signer.

 

That is possible using the action: Specify a signer.

 

See this example:

Luke should sign the envelope.

After signed, he will need to specify another signer.

Such second signer will fill in any field related to him/her, sign then finish.

 

 

Let me know if I answered your question.

 

Best,

Alexandre


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Hi @DebWill,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.