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Is it possible for:

  • a DocuSign envelope to be sent to a Principal (senior employee) for signing, but copied to their Secretary  
  • the Secretary to be able to sign the document on behalf of the Principal but under the Principal’s name (and using their signature)

For completeness, this is different to delegating signing.  I am looking for a process that replicates (in DocuSign) a situation where a Principal authorises their Secretary to apply their e-signature to a document for signing.  Thanks.  

Hello ​@WL4192,

Thank you for reaching out to the Docusign Community.

Currently, as you mentioned the closest option that we offer is Delegated Signing, however,  any feedback that can improve our users’ experience is always welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

The secretary could receive a copy of the envelope if the sender of the envelope sets the Principal secretary as a Carbon Copy recipient but they will not be able to take any action.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


Hi ​@WL4192,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

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


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