Required field review for all collaborators, as part of workflow?
I’m building a template with collaborative fields assigned to Party A but I want Party B to also be guided to these fields regardless of if Party A has already input an entry.
Previously DocuSign allowed me to assign a field to 2 parties though this feature seems to no longer be available. If I could assign the fields to both parties that would probably be ideal, but the core issue is I want each party to be forced to go through these fields and not just skip to fields that are assigned directly to them.
Any suggestions?
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Why not drag an Initials block for Party B to each instance you need them to see?
Hello @Office_Tech732,
I want 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,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
I like the signature block idea, maybe use a Note and an initials field, indicating they’ve reviewed the changes.
One thing that makes it kind of clunky is If Party A made no changes then party B has the signature block prompt to initial but there’s nothing to approve, and DocuSign doesn’t allow me to make conditional fields like a note appear to party B based on a text field assigned to party A.
It feels like I’m over thinking it and it shouldn’t be this hard to direct 2 people to the same fields, having them be optional for A and required for B.
Hello @Office_Tech732,
I hope you’re doing well.
To confirm, when you apply a field, the “Collaboration” is not showing on the left panel?
If you were able to use it before and did not make any changes to your account plan, I would recommend that you open a support case to confirm if the feature is disabled and if they can enable it for you. Open a case in the Docusign Support Center
Should you require any additional assistance, feel free to reach out. Thank you!
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Hello @Office_Tech732,
I hope you’re doing well. If the solution provided helped you, cleared things up, or pointed you in the right direction, please click Best Answer ✅"so others can find it too.
Let us know if we can help with anything else. Wishing you a smooth rest of your day!
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