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Required field review for all collaborators, as part of workflow?

  • May 15, 2025
  • 5 replies
  • 39 views
O
New Voice
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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? 

 

Best answer by Jenny.Martin

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.

5 replies

D
Established Contributor
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  • DrewciferEstablished Contributor
  • Established Contributor
  • May 16, 2025

Why not drag an Initials block for Party B to each instance you need them to see?

J
Community Moderator
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  • Jenny.MartinCommunity Moderator
  • Community Moderator
  • May 23, 2025

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.

O
New Voice
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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. 

J
Community Moderator
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  • Jenny.MartinCommunity Moderator
  • Community Moderator
  • Answer
  • May 26, 2025

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.

J
Community Moderator
Forum|alt.badge.img+13
  • Jenny.MartinCommunity Moderator
  • Community Moderator
  • June 9, 2025

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! 

 

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

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