Recipient role for review only

3 replies
440 views
Translate All

How can I set a recipient role just for review document but no need to sign before another recipient who need to sign?

eSignature

C

Community ExpertAnswer

Docusign Employee

Use Signing Order and the signing type of "Needs to View". So as an example, create a new envelope, add two Recipients, check Signing Order, add the first Recipient as "1" and set to signing type of "Needs to View", add the second Recipient as "2" and set the signing type to "Needs to Sign".

C

Community Expert

Answer

Docusign Employee

Use Signing Order and the signing type of "Needs to View". So as an example, create a new envelope, add two Recipients, check Signing Order, add the first Recipient as "1" and set to signing type of "Needs to View", add the second Recipient as "2" and set the signing type to "Needs to Sign".

Translate

C

Community Member

Legacy User

Thanks but sorry that there is no option of "Needs to View", do you know why?

Translate

C

Community Member

Legacy User

Found this in page 88 of the DocuSign User Guide....

"Note: The Needs to View recipient action is equivalent to the Acknowledge Receipt feature in the classic experience. Some recipient actions are available for select plans only and may not be included in your account."

So it is account plan specific, I didnt see further details on what plans have this feature, but DocuSign Support or Sales would likely be able to provide specifics.

Translate

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.