Hi - I have a document that needs to be reviewed and then approved by one person, then sent off to a separate person for signature. Is there a way to do this? Thanks
Hello,
Thank you for reaching out here in the DocuSign Community.
During the envelope creation workflow (Manage > New > Send an Envelope), you will be prompted to add signers that will take actions on the document (in the “Add Recipients to the Envelope” section). You would need to set both recipients as "Need to Sign" and set a signing order, this will ensure that, as soon as the first recipient (the approver) finishes their side, the next recipient will get the document to sign: https://support.docusign.com/en/guides/ndse-user-guide-signing-order
Once you have set the signing order, add the Approve and Decline fields to the Approver and any other needed fields to the Signer (the recipients are color-coded, you can switch between recipients by clicking the dropdown on the top left of the screen when you are in the tagging section): https://support.docusign.com/s/document-item?bundleId=ulp1643236876813&topicId=vfk1578456408630.html&_LANG=enus
If you’re unsure about the process or you’re not getting the desired results, please create a Customer Support case by clicking the link below:
https://support.docusign.com/en/contactSupport
If you’re not able to open a Customer Support case via the above link, scroll down further on the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.
Please click "Select as Best" below if you found the answer to be a valid solution to your issue!
Best regards,
Nathaly | DocuSign Community Moderator
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