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  • I have a document that two recipients must complete. However, I only have the contact information of the first recipient, and the first recipient can select who will be completing the remaining part of the document. How to do so?
I have a document that two recipients must complete. However, I only have the contact information of the first recipient, and the first recipient can select who will be completing the remaining part of the document. How to do so?

Hi,

Thank you for reaching out here in the DocuSign Community.  

I understand that you are looking to allow the first recipient in your envelope to add the second's contact details, and I will gladly share more details on the topic.

In order to do this you will need to create a third recipient role between the original two and assign it the "Specify Recipients" action.

Your signing order should end up looking something close to the following:

1 Needs to sign.

2 Specify recipients

3 Needs to sign.

For more information on the Specify Recipients action, see:

Assign the Specify Recipients Action

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. 

Compare eSignature plans & pricing 

Feel free to let us know if you need further assistance with this. 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

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