Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you are looking for a way to set up your template in a way where the initiator of the Powerform can add the information of the second person.

That can be done quite easily, the way to do it is by creating the template with the needed documents, set up a signing order, and adding both of the needed recipients (one in position 1 and the other in position 2). Both recipients should remain blank, all you need to do is add the Role name so that the system can allow you to add fields.

If the second recipient must appear as required fields when opening the PowerForm, then you would need to go to the second recipient's tile, select Customize > Advanced Settings and check the 2 boxes.

You can find more details on how to set up a signing order here: https://support.docusign.com/en/guides/ndse-user-guide-signing-order

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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