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Review instead of sign

  • February 28, 2025
  • 1 reply
  • 28 views

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Hi,

This might be trivial but never the less. When we send documents for signing its quite common that the authorised signatory want a legal to paginate/verify the content first, how is that done in the best way? Order is not an issue, its the action, view or need to sign.

Best answer by Melanie.Panguito

Hello ​@PatrikA,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

 

I understand that your authorized signatory wants a legal to paginate/verify the content first, and you would like to know how is that done in the best way I can't wait to help share as much knowledge as possible.

 

Just to make sure, do you need the legal to be part of the envelope? If so, you can set up a workflow where the legal reviewer receives the document first and assigns the Approve/Decline field. In DocuSign, you can specify the recipient order, ensure the legal reviewer is listed before any signatories. Please take a look at more information about the Signing order and Approve/Decline fields:

Set a Signing Order

Field Types

 

I hope I have answered and addressed your questions. Let me know if you need further assistance

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

.

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Hello ​@PatrikA,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

 

I understand that your authorized signatory wants a legal to paginate/verify the content first, and you would like to know how is that done in the best way I can't wait to help share as much knowledge as possible.

 

Just to make sure, do you need the legal to be part of the envelope? If so, you can set up a workflow where the legal reviewer receives the document first and assigns the Approve/Decline field. In DocuSign, you can specify the recipient order, ensure the legal reviewer is listed before any signatories. Please take a look at more information about the Signing order and Approve/Decline fields:

Set a Signing Order

Field Types

 

I hope I have answered and addressed your questions. Let me know if you need further assistance

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

.