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Hi all, I am trying to see if we can utilise DocuSign for one of the forms we use to collect signatures from a committee.

There could be up to 15 people this needs to be sent to and each person has to provide 2 signatures each.

The pain point we have is that these committee members are voted in at an AGM, so we don’t know the names of the people or their emails in advance. 

Any ideas on how I could approach this, I am not even sure if this can be done? 

Hello, @DawnS 

 

Welcome to the Docusign Community!

 

Using the action Specify Recipients may solve your need.

 

Specify Recipients should be used when you do not know who the eventual signers will be. This manager recipient will receive your envelope and fill in the name and email address for any role recipients. When you prepare the envelope, you add a specify recipients manager, followed by any role recipients for the manager to review and specify.

 

 

Read this article for details:

https://support.docusign.com/s/document-item?language=en_US&bundleId=gav1643676262430&topicId=syr1578456300543.html&_LANG=enus

On the article you can use the Next button to get more step-by-step information.

 

I hope that helps!

Alexandre


Hi @DawnS,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, feel free to 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.


Hi, that is a great feature which is great to know about but have changed our process to make it easier all round.


Hi @DawnS,

 

I hope you are doing well.

 

Glad to hear that,  if you need further assistance, feel free to 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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