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This role works like, once the receiver clicks in link sent by DS, automatically the signature flow continues to the next person, without giving time to look or review the document.

This is an issue that we are having sometimes, when receiver in this role detected something wrong and want to change or correct the document, and can´t stop the flow of signature.

Could be possible, only move forward if the assigned person in this role accept in the platform to continue with that document, like an option to submit “confirm/approve or decline”.

Hello, 

Thank you for reaching out here in the DocuSign Community. 

There isn't a way to modify the "Needs to view", however, you can set that recipient to a "Needs to sign" and add the Approve/Decline fields to them: https://support.docusign.com/s/document-item?bundleId=ulp1643236876813&topicId=vfk1578456408630.html&_LANG=enus

That will allow the recipient to review the document before it goes to the next recipient.

If you believe that you need further assistance, you can create a Customer Support case and a Tech Expert will be able to help. Please click the link below to open a Support case: https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, you can scroll down the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards, 

Nathaly | DocuSign Community Moderator


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