+2Is it possible to add an internal approval level as the first person to see a document before it is then sent onwards for signatories? Basically want a manager to review documents before they are sent externally. We have eSignature Business Pro Edition for SFDC.
Thanks
Best answer by dea.allgood
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
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
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Best regards,
Rodolfo| Docusign Community Moderator
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Hello
Hello
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
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Ma. Cassandra | Docusign Community Moderator
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Hello
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
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Hello
Unfortunately, the Approve/Decline feature is unavailable in the Standard Plan. For Web Plans, it is available in Docusign for Realtors, Business Pro, Advanced API, IAM Starter, IAM Standard, and IAM Professional.
Best regards,
Ma. Cassandra | Docusign Community Moderator
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Does this option of pre approval come with a Standard Docusign account?
“allow to edit” is restricted to certain plans, but you should be able to put them on there as first recipient to have them initial it or make a required text box that’s empty and limited to 1 character. You can even style it so the color is white so it doesn’t visually show up.
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