Hello @jgmasone ,

Welcome to the Docusign Community and thank you for posting your concerns!

To reply to your first and third question, there are 2 ways you can accomplish filling out the recipients information:

1. One would be to add yourself as a recipient and turning on the signing order feature, once you turn it on, you would need to add yourself as the number 1 recipient and the “tenant” as number 2.You can then select “Next” and assign the fields you need to fill in for the tenant to yourself. This will allow you to fill in that information during a signing session without modifying the actual template: Set a Signing Order
2. You can fill in the needed fields during the preparation screen, without the need to add yourself as a recipient (all fields should be assigned to the tenant) by double clicking the field or by adding the information in the “Add Text” section on the right when clicking on it. If you do not want the recipient to modify that information, you should set the field to “Read-Only”: Add Read Only Fields to a Document

Both options would be after creating an envelope using the template and not on the template directly, which means that you can create a template with all needed fields blank, once you select the “Use” option you can start filling in the information, that would leave the template for future use without the need of going in each time to change that information on the template directly.

To answer your second question, If you need to sign the document after the tenant has signed, you would need to add yourself as the third recipient and assign any needed signature fields to yourself. If you are the admin on the account, I recommend you enable the option “When an envelope is sent, write the initial value of the fields for all recipients”, under Settings > Sending Settings, so that the recipient can view the information you inputted and so that you can view the information they inputted: Fields and Properties

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!

That sounds great. I will have to waste envelopes testing it out though...thank you! -Joanne

Hello @jgmasone ,

Thank you for reaching back.

Before you start wasting your envelope unnecessarily, I would recommend you create a demo account which allows you to test workflows before implementing them in Production, it is free and the documents do not have any legal value: Demo Account 

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 @jgmasone ,

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!