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Hi

How would I go about sending a document to the PA of a director who will then forward to the director for signing?

To whom should I address the email?

@Julien1515

For this scenario there is a special recipient type available in DocuSign eSignature called “Specify recipient”.

  1. Activate signing order for the envelope 
  2. Add a “Specify recipient” recipient and add the name and email address of the PA
  3. Add a “Needs to sign” recipient for the actual signer and leave the name and email empty
  4. Add fields for the actual signer onto the document as you would normally do

The PA will receive the envelope and can specify the director that needs to sign the envelope by providing their name and email address. This is a common scenario amongst customers where the PA would be aware which director is currently available and route the required envelopes for signature to them.

This DocuSign Support article has more details on specifying recipients.

Hi @Julien1515,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, feel free to 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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