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.
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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
"Select as Best" below if you find the answer a valid solution to your issue!
Hi,
Can this be done with the Bulk tool? The system requires the csv to include the name and email of the second recipient.
Hello
Thanks for reaching out here in the Docusign Community—great to have you here!
I notice that you created a post related to this thread, and there is already a response to it available. You may find it helpful to refer to that existing reply for the information you need. Bulk Send with Conditional Spousal Consent Recipient
If you have additional questions, feel free to ask.
Best Regards,
Jenny | DocuSign Community Moderator
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