NEEDS TO SIGN and NEEDS TO VIEW options?

Question

Hi quick question…If Party A, the recipient of a Docusign envelope, needs to sign Document A, but only needs to view Document B (and not to “approve” it - just to view it) is it possible to have Document A and Document B in the same envelope, or do they need to be in separate envelopes? Otherwise the only option seems to have two separate entries for Party A in the routing order (depending on whether they are signing or viewing a document) which is a bit clunky, but seems to be the only option available...Many thanks in advance for your thoughts!

James.DunmoreSmith · Accepted Answer

You certainly can put both documents in the same envelope (it saves an envelope and the respective cost) put a signature tag on Document A, how about an initial on Document B with a “I have reviewed this” tag?

OR you could split this into 2 separate tasks just have 2 recipients with different roles for them e.g. Recipient 1 becomes “Signer” with a Sign task and Recipient 2 becomes “Reviewer” with a View task and route them to the same email address, however, as you say this becomes a little ‘clunky’.

CUC · Answer

Jamesthank you for taking the time to reply - much appreciated!Kind regards.Catherine

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