Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you would like to send the envelope to 2 recipients, one who needs to sign and the other to approve, only after the first recipient has signed and approved.

During the envelope creation workflow (Manage > New > Send an Envelope), you will be prompted to add signers who will take actions on the document (in the “Add Recipients to the Envelope” section). Here, I recommend you add both recipients using a signing order, and setting the first approver as 1 and the second as 2. By doing this, the second recipient (the final approval) will get the envelope until the first one as approved and signed.

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 

You can find detailed steps on how to add recipients to your envelopes, here: https://support.docusign.com/en/guides/ndse-user-guide-add-recipients 

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Good morning, Nathaly.

Thanks for your expeditious response. A point of clarity. The final approval is required two semesters AFTER the initial approval. However, our office must receive the form upon approval at both stages. Once the form is processed as complete upon initial approval, are we able to resend the same form to approvers for final approval?

Hello,

Thank you for reaching back.

Unfortunately, no, once an envelope is completed, it is not recommended to re-upload the document to send for a new signature as it can invalidate the one added previously.

There is an option to delay the sending to the final approver for up to 30 days: https://support.docusign.com/s/document-item?language=en_US&bundleId=gav1643676262430&topicId=vvh1648171137681.html&_LANG=enus

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.

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Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Thanks!