Signing Order: Documents signed by 1st approver are not being sent to final approver - how can this be fixed?

Question

I create a single DocuSign to have responsible person initial approval of invoices, and then final approver signs the voucher for the overall spend. My approval flow is set as follows:

Signer 1: Vendor invoices sent to signer 1 for initials

Signer 2: Voucher sent to signer 2 for final approval of overall spend

Signer 2 wants to see the approved documents that Signer 1 initialed at the same time as the voucher document they are signing. How do I make this happen? Currently, signer 2 is only receiving the voucher that they are set to sign.

Drewcifer · Accepted Answer

Make sure you have the “set signing order” checkbox checked.

Add a field to the invoice for signer 2. It can be an optional field that they leave blank. Once signer2 has a field on the document, they will have visibility to it.

Melanie.Panguito · Answer

Hello ​@RabH,How are you?I hope you are doing well.I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, let me know and I will gladly help you address the situation as soon as possible.Best regards,Melanie |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded