Hi, @Kristin Blackwell
Based in your use’s case, I’d suggest:
- Create an envelope
- Add the documents, I say documents, because if you want each recipient receiving a document so you need to have individuals documents in the envelope, for example, let’s suppose I’m sending an envelope with three contracts: Contract 1, Contract 2, and Contract 3.
- Add the recipients, let’s suppose in my case above, three recipients.
- Inside of the envelope when you see the documents, I’ll add the Sign Here field and any other that I need for each recipient in their correspondents documents, like: Contract 1 I’ll add the field for the Recipient1, Contract 2 the fields for the recipient2, and so on.
- On this scenario, all recipients can see all three documents in the envelope but only will sign that contract where they have fields for that.
- At the end of process, the completion email notification will attach the three documents for all recipients in the signing process.
- In case that you need make a contract visible for a recipient, but invisible for other, you can use the option Document Visibility in the Admin area. You can watch a step by step video, here.
BTW, any envelope sent while they still in Waiting for Others status, you can Correct the envelope then add/remove recipients (those who didn’t signed yet) and add documents if needed. Then finish the correction.
Let me know that helps you.
Alexandre
Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com