I am sending a combination of templates and uploaded documents. Why is the docusign automatically giving me 2 recipients? There is only one recipient, How do I remove the recipient without losing the documents and fields?

Question

I am sending a combination of templates and uploaded documents.  Why is the docusign automatically giving me 2 recipients?  There is only one recipient, How do I remove the recipient without losing the documents and fields?

Community Expert · Accepted Answer

I would suggest reviewing each Template to verify how the Recipients are setup. If you add two Templates, to an envelope or Use one Template then add another, then DocuSign does its best to merge Recipients based on Signing Order or Recipient setup. If one Template has one Recipient with one Name and Email address and the second Template has a single Recipient with a different Name and Email address, you likely will end up with two Recipients in the same Signing Order since DocuSign sees each Recipient as an independent Signer.

Secondarily, removing a Recipient never removes a document but it would remove any fields assigned to that Recipient.

Basically the Template setup is important and I do not know the Use Case or the current setup to provide the exact steps to fix this issue without more information on the current setup of each Template and the expected outcome of combining them.

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