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I have several templates i use for different clients. Template A, B, C, D and E. Not all clients get all of these documents. I add A to all clients, but sometimes it could be A, C, D or A, B, E. The all require signatures from two people. so we have signer 1 Viewing Only, then signer 2 for signature and signer 3 for signature. after i have selected templates, sometimes, i get Signer 1, Signer 1(HR Viewing only), Signer 1(Signer) Signer 2(CSM), Signer 2(Signer) Signer 3(CSM).

The CSM and Signer are the same person always. (See Screen shot below)

When i select next, sometime i am am asked if i want to merge signatures, but other times i am not. Sometimes after i add templates the system automatically merges the signatures and only creates Signer 1, Signer 2, Signer 3.

I cannot figure out what the differences are with each of the documents that create multiple signatures, all my templates only have one Signer 1, Signer 2 and Signer 3.

We have multiple people using these templates, so we do not want everyone to have to change or try to manipulate the templates to make sure fields that require signature are all there. hence a template being made.

We just want the document to go to signer 1 once for all signature and the signer 2 for all signatures, not going back and forth between each page.

Any suggestions or recommendation for me to see what is wrong with my documents? any fixes?

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Hello,

Thank you for reaching out here in the DocuSign Community.

Sure, first let me explain how recipients merge when templates are added. For the recipients to merge they have to meet a couple of requirements which are the following:

  • The role names have to be the same in all templates, which means if the first signer has as a Role Name "HR" then that name has to be the same across Template A, B, C, D, and E.
  • They also need to be in the same Signing Order across all templates, which means that if HR is number 1 in the signing order in template A, it has to be set as number 1 in all the other templates.
  • The action they need to perform should also be the same, if HR is set as View Only/Carbon Copy in Template A, it should also be set as View Only/Carbon Copy in the other templates.

I hope the above makes sense, you can also see this information in the following article: https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=muu1578456610944.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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