Hello ​@Michelle Mason ,

Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!

You set up a signing order on your Recipient List and make the first recipient "Allow to Edit."

By doing this, the first recipient can make changes to the document fields or approve them if there is no need before they are sent to the first signer.

Let us know if you need further assistance with this.

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello Michelle,

In addition to Rodolfo’s solution, you can also just make them the first recipient in the routing order as a “Needs to Sign” Recipient and add an “Approve” or “Decline” button for them to move the envelope forward or void it to restart. Not all plans support the advanced recipient types like “Allow to Edit”, so you may not have that option. 

Thanks, 

Dea Allgood | Principal Digital Transformation Consultant 

Hello ​@Michelle Mason ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Rodolfo| Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello ​@rodolfo.napay and ​@dea.allgood we have a similar scenario to the above, however would like to submit a document for internal review with an additional summary sheet and if approved only the document go out to next recipient and not the summary sheet, is this possible?

Hello ​@Henri.Knight,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
For your concern, we highly suggest that you use Document visibility on your envelopes.  You may check these relevant articles for your reference.

Set Document Visibility
Some Things To Know About Document Visibility

or watch 

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@Henri.Knight,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know, and I will gladly help you address the situation as soon as possible.

Best regards,
Ma. Cassandra | Docusign Community Moderator

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