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Signing vs. Approving

  • May 8, 2024
  • 3 replies
  • 2097 views
J
Newcomer
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My role is to review and approve all documents and forward to president with recommendation for signature.  I cannot tell whether my attempt to approve will result in me unintentionally signing the document.  Docusign seems based on simplistic idea “Click here, and you’re all done!”  The real world is more complicated.

Best answer by David.Schmitz

@jhurley56 As a Recipient set as “Needs to Sign” this really means take any action assigned to your Recipient which could be something as simple as a Text field or a dropdown.  For approval I would recommend having a “Yes/No” set of Radio Buttons or even an Initials indicating approval.  There is also a set of buttons for Approve / Decline which can be added onto a document, which allow you to either advance the envelope (Approve) or void the envelope (Decline).

There are also features such as Conditional Routing, which can add Recipients (such as the president) if you as a Recipient makes certain choices on the envelope document fields.

3 replies

D
Hero
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@jhurley56 As a Recipient set as “Needs to Sign” this really means take any action assigned to your Recipient which could be something as simple as a Text field or a dropdown.  For approval I would recommend having a “Yes/No” set of Radio Buttons or even an Initials indicating approval.  There is also a set of buttons for Approve / Decline which can be added onto a document, which allow you to either advance the envelope (Approve) or void the envelope (Decline).

There are also features such as Conditional Routing, which can add Recipients (such as the president) if you as a Recipient makes certain choices on the envelope document fields.

J
Newcomer
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  • jhurley56Newcomer
  • Author
  • Newcomer
  • May 8, 2024

I am recipient of an envelope created by another firm requesting that we sign their document.  I cannot modify their document or envelope, and I cannot tell how they’ve set it up or what will result from my clicks.  I had to phone the sender and quiz them about this before taking a chance on clicking my boxes.

A
Community Moderator
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Hi @jhurley56,

 

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? 

 

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,   

Alejandro R. | Docusign Community Moderator   

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

 

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