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Hello, Is there a way to require a signature on one document before we allow them to move on to read the documents? 

Hello @theresa.hlc,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you want to know if there is a way to require a signature on one document before we allow them to move on to read the documents

 

You will need a combination of Docusign Features, you will need to set up a Conditional routing, which allows you to automate the routing of envelopes based on envelope data, eliminating the need for manual configuration or separate templates. This guide provides instructions on how to set up and use conditional routing on envelopes or templates. Using Conditional Routing

You will need to Set Document Visibility, instructions on how to set document visibility in an envelope: add files, recipients, and messages as usual, then go to the Add Fields view and add fields for each recipient. If allowed, turn on document visibility under Advanced Options and Recipient Privileges. Use the visibility control table to define which files are visible to each recipient. Clear the visibility selection to hide a file from a recipient without any fields. Save the settings and send the document.

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. 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.

 

Best regards,

 

Christopher | Docusign Community Moderator

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


Hi @theresa.hlc,

 

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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