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I cannot get a form to go to our subscribers as DocuSign wants me sign first which is unnecessary. Background info we have a credit card form that only needs the receiver/signer to complete. We do not need to do anything with the form on our end. 

@MECKAINC - You as the sender have the ability to customize who should receive the envelope.   You can have on your recipients workflow, the receiver/signer who will receive the envelope.  Hope this helps.


Ok but where is that in the software? 

 

When I issue a doc to be signed the first prompt I receive is to review on my end and the box to complete that stays greyed out so I can’t click it. As previously said there is nothing for me to complete on the doc.

 

TY :)


Hi @MECKAINC,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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


@MECKAINC - Did you add yourself in the recipient workflow as the first recipient?  If you did, you need to remove it and it will go straight to the signer.  


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