Multiple signing capacities

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Hello,

I have a document in which the same individual needs to sign as both Trustee Grantor and as Trustee. How do I set that up? Do I need to set up separate recipients for the same person?

Thanks,

Teri

eSignature

C

Community ExpertAnswer

Docusign Employee

Hello,

Thank you for reaching out here in the DocuSign Community.

If the Recipient needs to sign as a Trustee Grantor first and then as a Trustee, I would recommend adding two recipients in a different signing order: https://support.docusign.com/en/guides/ndse-user-guide-signing-order

If that is irrelevant, you can add just one recipient and add all the fields for the Trustee Granter and the Trustee under the same recipient.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

C

Community Expert

Answer

Docusign Employee

Hello,

Thank you for reaching out here in the DocuSign Community.

If the Recipient needs to sign as a Trustee Grantor first and then as a Trustee, I would recommend adding two recipients in a different signing order: https://support.docusign.com/en/guides/ndse-user-guide-signing-order

If that is irrelevant, you can add just one recipient and add all the fields for the Trustee Granter and the Trustee under the same recipient.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

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C

Community Member

Legacy User

Thanks!

Teri Maier | Practice Technology Specialist | Thompson Hine LLP

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