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Newcomer
August 12, 2024
Solved

Recipient role for review only

  • August 12, 2024
  • 11 replies
  • 1823 views

Is it possible to add a recipient role just for review of documents (with no need to sign) before a 2nd recipient who needs to sign?

If the reviewer does not agree with the document content he needs to be able to reject the envelope and the 2nd signer should not get the envelope for signature in that case.

I looked at the Needs to view option but don’t see how you can reject if the reviewer does not agree with the document content.

 

Best answer by Pawan Gangwani

Hello @IngeN 

Welcome to DocuSign Community!

I hope you are doing great. Once you set the one recipient as “Need to view” and also set the signing order so that got the document 1st and when they review the document will get the option of “Void” in other actions.
and then provide the reason of voiding.
 

Thanks!

11 replies

Community Moderator
September 17, 2025

Hello ​@PDC 

If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator