We need to be able to have a signature on an attestation form before allowing the signer to view the main document. How can this be accomplished in esignature enterprise plan.
Hello
Thanks for reaching out here in the Docusign Community—great to have you here!
To require a signature before allowing a signer to view and sign the main document, you can use the following approach;
- Create one envelope with two documents; first, the attestation form, second is the main document
- Add the recipients and set the signing order: Recipient 1 signs first, then Recipient 2
- Optional: You can utilize the Document Visibility feature to control which files each recipient will see.
Outcome: Recipient 1 must sign the attestation first. Only then will Recipient 2 be notified and able to view and sign the main document.
I hope you find this helpful. If you believe this response effectively addresses your question,can you please mark it as Best Answer to help other users with similar questions, locate it more easily.
Should you require any additional assistance, feel free to reach out. Thank you!
Regards,
Jenny | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!
Hello
I hope you're doing well! Just checking in to see if the solution above resolved your question. If it did, we’d really appreciate it if you could mark it as Best Answer — this helps others with similar questions find it more easily.
If there's anything else we can assist you with, feel free to let us know. I wish you a smooth rest of your day!
Regards,
Jenny | Docusign Community Moderator
Like and mark it as “Best Answer” so others can find it, too!
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