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Sending to Personal assistant to forward to director

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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?

eSignature

Michael.RaveAnswer

Docusign Employee

@Julien1515

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

Activate signing order for the envelope
Add a “Specify recipient” recipient and add the name and email address of the PA
Add a “Needs to sign” recipient for the actual signer and leave the name and email empty
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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Michael.Rave

Answer

Docusign Employee

@Julien1515

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

Activate signing order for the envelope
Add a “Specify recipient” recipient and add the name and email address of the PA
Add a “Needs to sign” recipient for the actual signer and leave the name and email empty
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.

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"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

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Christopher.Alpizar

Docusign Employee

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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txrx

Newcomer

Hello,

This solution does not work for me. I cannot get past Step 3 because it will not allow me to continue if I leave the name and email empty. In the scenario I am setting the PA as “Receives a Copy”.

Thanks.

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M

mr1

Digital Leader

@txrx :

per the instructions above from @Michael.Rave

Add a “Specify recipient” recipient and add the name and email address of the PA
Add a “Needs to sign” recipient for the actual signer and leave the name and email empty

the PA shouldn’t be a ‘receives a copy’ - they should be “specify recipient”. If that isn’t one of your options you may need to ask your admin to allow you to have this feature or you may need to ask DocuSign to ‘turn the feature on’ (which may mean signing up for a different tier).

good luck

mr1

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MR1

M

Melanie.Panguito

Docusign Employee

Thank you @mr1 😊

Hi @txrx,

Do you still need assistance? Just in case, see the comprehensive guide below for adding Specify Recipient:

Add the manager recipient name and email at the desired signing order position.
Select Specify Recipients from the Actions drop down.
Select Add recipient to add the role recipient.
Add a role name. Do not add the signer’s name or email even if they are known. This should be done by the manager recipient when they receive your envelope to review.
Select the Next button.
In the Add Fields view, add any fields that the role recipient should view or act on. (The manager recipient is not assigned any fields.)
Click Send.

Article: To set up an envelope with a Specify Recipients manager

Let us know if you need further assistance—we're here for you!

Sincerely,

Melanie | Docusign Community Moderator

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txrx

Newcomer

Thanks to all who replied. @Melanie.Panguito the instruction you sent are very clear so thank you for that. The problem I have is that there are only two options for me for the Recipient Role: Needs to Sign and Receives a Copy.

Maybe this is not possible with my plan? I have the plan called “eSignature Standard” ($300/year).

Thanks.

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M

Melanie.Panguito

Docusign Employee

Hey @txrx, thanks for getting back. I am afraid you are right—this feature is available on Docusign Realtors and certain Enhanced plans. If interested, our Sales team can guide you through plans that include this feature 👉Contact the Docusign Sales Team | We're Here to Help or contact them directly at 1 (877) 720-2040.

We’re here if you need us.

Sincerely,

Melanie | Docusign Community Moderator

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