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  • I have a document that will have one of 3 recipients signing the document. I don't know for sure which of the 3 will actually sign it. How do I set this envelope up?

The ways to do this that I can think of are:

  1. Send 1 envelope to all 3, listing all 3 for signature. When the first person signs it, go back in and correct the remaining 2 to get copies only? (there is only one signature spot on the doc)
  2. Send each of the 3 recipients their own separate envelope..
  3. Send 1 envelope to all 3, with no order selected.

Hello,

Thank you for reaching out here in the DocuSign Community.

We offer a feature Signing Groups, please see https://support.docusign.com/s/articles/Signing-Groups-FAQs

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,

Christopher | DocuSign Community Moderator

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

Thanks. There isn't a way to do this without adding them as users on our account, correct?

Hello,

You can use Signing Groups with external users please see step 9 on this guide https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=rdu1583277368001.html&_LANG=enus.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

I do not see an option to click on "Signing Groups".

image

Hello,

It seems that the feature might not be enabled at the back, in this case, I recommend opening a case with DocuSign Support.

If not available for you, you will need to add the 3 recipients to the envelope and monitor them so that when one of them signs the envelope, you can correct the envelope and either change the recipients to a CC or remove them from the envelope.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

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