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Do you happen to know if there is a way to do any of this 2 things in the DocuSign templates, regarding the Recipient field/ section?

 

Option 1 - they can edit or remove Signer 1 that’s autogenerated when they hit the button?

Option 2 - they can add a second signer and either one can sign but not both. Think of it as (1 OR 2) not (1 AND 2)

Hello @I.Mor.Gane,

Thank you for reaching out to the Docusign Community.

For this you will need to use the Recipient type called "Allow to Edit", please see When To Use Allow To Edit for more information, Allow To Edit should be used when you want to grant full editing rights for an envelope to another Docusign user. This allows the user to make changes to the entire envelope, including adding recipients and modifying fields. An example use case is when a paralegal at a law firm writes up a contract and needs a lawyer to review and make changes before sending it to the client.

That would be the closest option, however,  any feedback that can improve our users’ experience is always welcome. 

We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


Hi @I.Mor.Gane,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

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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