Review document before asking an external signer to sign

Forum|Forum|8 years ago
May 23, 2018
5 replies
1374 views

Hi,

I want a collegue within my company to review a document that I am planning to send out to an external party. I want him to receive a copy, and approve prior to me creating the envelop to send.

Is this doable within DocuSign workflow, or should I do the review outside DocuSign workflow?

Thanks!

eSignature

Best answer by Community Expert

You mentioned you wanted approval prior to going to the external party, so in a DocuSign workflow, it seems necessary to include the coworker first. Just because the coworker has a recipient type of signer, doesn't mean that the coworker signs anything. The coworker clicks Approve and then the envelope moves on to the external signer. If you need the coworker to sign after the external signer, you can add the coworker again as a signer at routing order 3 with the necessary signature tags.

C

Community Member

Legacy User

https://support.docusign.com/guides/ndse-user-guide-field-types

I don't know of a way to get a copy to the coworker prior to sending the envelope. However, you might consider adding your coworker as a signer at routing order 1 with an approve tag and then adding the other signer at routing order 2. The approve tag won't show up on the document, but the envelope history will record your coworker's approval.

C

Community Member

Legacy User

Hi,

Thanks for your response. However, I do not want the coworker to tbe the first signer. He should be the last signer, after the external party signs. Does your proposal address this?

C

Community Expert

Answer

Docusign Employee

You mentioned you wanted approval prior to going to the external party, so in a DocuSign workflow, it seems necessary to include the coworker first. Just because the coworker has a recipient type of signer, doesn't mean that the coworker signs anything. The coworker clicks Approve and then the envelope moves on to the external signer. If you need the coworker to sign after the external signer, you can add the coworker again as a signer at routing order 3 with the necessary signature tags.

C

Community Member

Legacy User

Thanks - exactly what I was looking for.

P