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If a document needs to be approved by one person and it is sent to multiple people, do they all have to approve? So for instance our wire form, if it is above the bankers signing limit they have to send to a SVP for approval. Only one needs to sign i

  • January 4, 2023
  • 4 replies
  • 78 views
C
Docusign Employee
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Do they have to sent the document separate to can it be sent to all and have one sign off?

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

That would depend on the way that you set up the recipients, if you place all of them with the corresponding field as part of the envelope then yes, but if you use a signing group then only one of them is required to sign or approve the envelope.

For more information on Signing Groups please see https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=znw1583277367219.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.

4 replies

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching out here in the DocuSign Community.

That would depend on the way that you set up the recipients, if you place all of them with the corresponding field as part of the envelope then yes, but if you use a signing group then only one of them is required to sign or approve the envelope.

For more information on Signing Groups please see https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=znw1583277367219.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.

C
Docusign Employee
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Oh this is so helpful! Thank you!

C
Docusign Employee
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Hi Christopher,

I have a few follow up questions... so I created the group... but when I am trying to Test my envelope to send to my group, the group isn't showing... Also, I need to group to be available for everyone to see when they send envelopes...

I did try and use your link above but the page isn't loading.

Thank you for your help.

Angela K. Hadley

 

C
Docusign Employee
Forum|alt.badge.img

Hello,

Did you create a normal group or a signing group?

Could you try this link https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=rdu1583277368001.html&_LANG=enus

I attached the full guide to this post, please page 123.

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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