Signing group

Hi ​@Lora Z,

Thank you for reaching out to the Docusign Community.  

It is expected behavior having to click on “Finish Later” in order to unassign an envelope accessed by a Signing Group’s user before it can be claimed by another user in the group. Does this match what you are seeing on your end?

If that is the case then I would like to encourage you to consider submitting your idea for review by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you can file your request through a support case or by contacting your Account Team. Otherwise, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Feel free to let us know if you need further assistance with this. 

Best regards,  

Alejandro R. | Docusign Community Moderator  

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

Hi ​@KatieG,

Thank you for following up.

Assigning the envelope to the first user in the group that accesses the document is the default way in which eSignature will behave in this scenario. It will be required for your signer to click on “Finish Later”, in the Other Actions menu located at the top right corner of the signing session’s window. For more details on this topic, see:

Send an Envelope With a Signing Group Recipient
We will gladly look into the possibility of changing this behavior, please share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas).

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible. 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

​@Alejandro.Ramos That default setting was NOT true a few weeks ago. We want to use signing group the way we always have-the envelope goes to EVERYONE in the signing group and we know who is supposed to open and sign. We cannot go into each one and click finish later-that does not reflect the way that signing groups should work. Again, until a few weeks ago this worked for YEARS. Something has happened on the DOCUSIGN end that has triggered this change. We need it to revert to how it was in the past. How can we make that happen?

Hi ​@Lora Z,

I appreciate you taking the time of sharing your thoughts with us.

According to our records this has been the default behavior when dealing with this scenario. We can take the “Send an Envelope With a Signing Group Recipient” guide as an example, as this process was last updated on Sep 11, 2024.

Nevertheless, I understand your position and how your idea could improve our product. From a Docusign Support perspective, this behavior cannot be disabled or updated, as it is hardcoded in the application. Still, our engineering team can look into possibly implementing a solution to your problem. Please share your feedback with them through the new Ideas section of the Docusign Community, or, by creating a case and requesting an Enhancement Request be filled on your behalf (if you are an administrator of a corporate account)

As always, don't hesitate to let me know if I can help with anything else in the meantime and I will lend a hand as soon as possible. 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

​@Alejandro.Ramos Hi again, thanks for taking time to reply. Your document that you linked to states this:

That was in fact true until a few weeks ago. Every person in the signing group was receiving a notification that there were documents to sign. HOWEVER, now only one person in the signing group is receiving that notification and only one person can see the envelope on their dashboard. That is not as it was. 

Is there any way we could have a quick zoom and I could show this to you? It is hard to explain unless you see it.

Hi ​@Lora Z,

Thank you for sharing more details.

The scenario you describe differs from the one I mentioned in the past comments, as there are 2 actions involved in the Signing Group process, first, sending the email notifications to all email addresses in the group, and finally assigning the envelope to the first user to access the email notification link. The default I mentioned was related to the way the envelope is assigned once the document’s access link is followed, and not the email notification process.

If the users listed in the signing group are not getting the notification, this is not expected from eSignature. Docusign Support can take a sample envelope and confirm on the application’s back end if the notification was sent. To create a new support case, please fill out the form provided below:

https://support.docusign.com/en/contactSupport 

It would also help expedite the process to ensure that no rules are suppressing these emails on your end and that all our domains have been whitelisted. For troubleshooting steps to address the most common email-related issues, see

Why am I not getting Docusign email notifications?
I hope this helps, don’t hesitate in letting me know if I can facilitate anything else in the meantime and I will look into it as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

I need to understand how to get support in real time. Is there a way to call  or connect?

Hi ​@Lora Z,

You may contact Docusign Support anytime by creating a new support case. As part of the case creation form, you will be asked your preferred contact method. Please fill out the form provided below to create a new case.

https://support.docusign.com/en/contactSupport 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!