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Requiring signature to unlock another document

Forum|Forum|1 year ago
December 27, 2024
4 replies
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Hi! I’m hoping to set up a requirement for a document signature to unlock another document (NDA signature to unlock a .pdf). I was told this is possible in docusign but can’t get there myself and can’t find useful info in FAQ… Is this possible?

eSignature

Best answer by JohnSantos

@devonkelley

You could put both the NDA and the second document in a single DocuSign “envelope,” then configure sequential signing so that:

Signer 1 signs the NDA first.
Once Signer 1 finishes, Signer 2 (who could be the same person or a different person) gets access to sign/review the second document.
This ensures the second document becomes available only after the NDA is signed. However, all documents are technically visible to signers in the same envelope (though the second document may be “read-only” until it’s their turn). It’s not a 100% “unlock” but it’s close to a gating process within a single workflow.

JohnSantos

Answer

Guru

@devonkelley

You could put both the NDA and the second document in a single DocuSign “envelope,” then configure sequential signing so that:

Signer 1 signs the NDA first.
Once Signer 1 finishes, Signer 2 (who could be the same person or a different person) gets access to sign/review the second document.
This ensures the second document becomes available only after the NDA is signed. However, all documents are technically visible to signers in the same envelope (though the second document may be “read-only” until it’s their turn). It’s not a 100% “unlock” but it’s close to a gating process within a single workflow.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

D

devonkelley

Author

Newcomer

Thank you! Alternatively, do you know if there’s a way to use agreement actions to auto-send a document upon completed signature of an NDA? I’ve upgraded to a business pro account so I can use agreement actions, but can’t figure out how to implement them :)

N

nathaly.monge

Docusign Employee

Hello @devonkelley ,

Welcome to the Docusign Community and thank you for posting your concerns!

Please view the following articles on how to start using agreement actions: Automate Common Post Signature Tasks With Agreement Actions

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @devonkelley,

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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