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Sending multiple docs for 2 signatures - signatory A signs all docs, and counter-signed by different signatory for each doc

C
Docusign Employee
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Is it possible to send multiple doc to one signatory as well as each of the doc to counter signatory as part of one transaction? E.g. Director signs multiple docs as one transaction, then each doc gets sent to individual employees for signature (with employees only seeing the doc that was for them to sign, no other docs)?

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you would like to send several documents to Signer 1 to have them signed, and then have Signer 2 only view their needed documents and have them sign those.

If the documents have to be separate then the envelopes will have to be separate, meaning that if there are 20 employees you will need to send 20 envelopes and the Director will have to sign each one going in a 1 on 1 manner.

If these can all be together, there is a feature called Document Visibility that will allow the sender to set which recipient can view and sign which documents, please view the following link for more information: https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=eui1578456411411.html&_LANG=enus

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.

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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!

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3 replies

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you would like to send several documents to Signer 1 to have them signed, and then have Signer 2 only view their needed documents and have them sign those.

If the documents have to be separate then the envelopes will have to be separate, meaning that if there are 20 employees you will need to send 20 envelopes and the Director will have to sign each one going in a 1 on 1 manner.

If these can all be together, there is a feature called Document Visibility that will allow the sender to set which recipient can view and sign which documents, please view the following link for more information: https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=eui1578456411411.html&_LANG=enus

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. 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 with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

C
Docusign Employee
Forum|alt.badge.img

Thank you for a quick response.

I will have a look if we have the Document Visibility option, as it seems this could be a solution.

Alternatively, we could send all the docs to Signer 1 first, who can sign all docs with one action, then send each doc separately to all the individuals to counter-sign separately?

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching back.

I would not recommend doing that, sending all the documents to the first signer and then re-uploading the signed document to separate one so that the other Signers can counter-sign, as that can invalidate the signature of, in this case, the Director. You would need to send the documents one by one, adding both the director and the needed signer on the same envelope.

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!

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