Is there a way the sender can see what I added to a document if I don’t press “Finish”?
Even if I press “finish later”, sender can’t see it.
Filled in information for the Sender, “Mount Sinai representative”,however it requires me to get the Mt Sinai Representative signature before accepting “Finish” but she cant see my changes.
If I choose option “decline to sign”, or assign to someone else it says the document ill be voided
Per her request, I sent a pdf generated documentover email to her.
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Unfortunately no, you would need to select “finish” so a different recipient can view the information, the “Finish later” will only store information temporarily for the recipient to which it belongs to. If the signature of the representative is required, I recommend a different approach for the signing order. I recommend the sender to add a signing order that can help with the document flow and add the collaboration feature to all needed fields.
Signer 1 - fills in the needed information
Representative - checks the needed collaborative fields and signs
Signer 1 - signs
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!
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
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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