Number of signatures requires varies each time I send out a template - how can I streamline this?

Question

I am sending out contracts to clients, the contract follows the same format every single time but depending on the number of people participating in the contract varies on how many signatures I require.

E.g 5 people using the service 5 signatures required / 6 people using the service 6 signatures required

At the moment I am having to manually edit the document then upload it to docusign each time I have to add a new signature line depending on how many people I require to sign this.

Is there an easier way of doing this? Can I set up some rules to help show or hide signature lines depending on how many people require to sign this doc?

Thanks

David.Schmitz · Accepted Answer

@PhysioAlong with the suggestion from @Alejandro.Ramosyou could create several Templates with different documents and therefore a different number of Signature lines depending on the number of Recipients required. If you had three Templates, one with a document containing 4 signature blocks, another Template with 5, and another with 6, then you could choose the appropriate Template for the task which might take less editing then a single Template with always 6 Recipients. There is also the option of using overlay Templates if the document is fully prefilled before uploading to an envelope and then you overlay the appropriate Template based again on the number of Recipients. It tends to be about efficiency and the solution that works best for you and your team.

Alejandro.Ramos · Answer

Hi Physio,Welcome to the DocuSign Community!We are glad to have you here and can't wait to help share as much knowledge as possible.I understand that you are looking to manage your template’s recipient roles automatically, and I will help clarify the topic for you.The easiest way to approach this scenario would be by creating a template with the highest number of signatures possible. So you can delete as many recipients as needed when creating your envelope.By deleting a recipient role in your envelope, you will be deleting all recipient configuration, such as fields and messaging, without affecting the original template configuration.You can find detailed steps on how to edit your template, here:To edit a templateFeel free to let us know if you need further assistance with this.Thank you for using DocuSign, we hope you have a wonderful rest of your day!

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