+1Hello,
We are trying to stack 3 different templates in one envelope with each template having a different signing order.
Template 1: Officer, Member, Internal Dept
Template 2: VP Officer, Member
Template 3: Member, Internal Dept
When reviewing prior to sending these docs in one envelope, the signing order is duplicating the Internal Dept. Is there a way to avoid duplicates in these cases?
Thanks!
Best answer by Jenny.Martin
Hello
Thanks for following up with those details. It helps clarify things.
Regarding the duplicate recipients error, this occurs when the same role from two different templates reaches the same routing step with the same email address. Since the Internal Dept is a copy recipient across both templates, they end up at the same step in parallel, and the system flags that as a conflict.
On template stacking with different signing orders, it is a realistic option, but shared roles like Member and Internal Dept need to have a consistent signing order number across all templates. When order numbers differ, the same person gets split into separate steps, which is why Member appears twice in your diagram instead of once.
Aligning the signing order numbers for those shared roles should resolve both issues.
Hope that helps!
Best Regards,
Jenny | Docusign Community Moderator
If this helped, like 👍and mark it as “Best Answer”
Hello
Thanks for reaching out here in the Docusign Community—great to have you here!
When multiple templates are added to the same envelope, any roles that share the exact same name are automatically merged. Since template1 and 3 includes a role called Internal Dept, the system treats them as one recipient, which causes the signing order to duplicate.
The solution is to give each version of that role a unique name so they remain separate in the routing order. Something like Internal Dept 1, Internal Dept – Final Review will keep everything clean and prevent the merging behavior.
I hope this helps clarify things! Let us know if you have any further questions
Best Regards,
Jenny | Docusign Community Moderator
If this helped, like 👍and mark it as “Best Answer”
+1
Is template stacking a realistic option for these documents with the signing order being completely different for each one?
Here is how the signing order shows, which I’m unsure is ideal for the Member to receive it first to sign one document, then again, to sign another document.
Hello
Thanks for following up with those details. It helps clarify things.
Regarding the duplicate recipients error, this occurs when the same role from two different templates reaches the same routing step with the same email address. Since the Internal Dept is a copy recipient across both templates, they end up at the same step in parallel, and the system flags that as a conflict.
On template stacking with different signing orders, it is a realistic option, but shared roles like Member and Internal Dept need to have a consistent signing order number across all templates. When order numbers differ, the same person gets split into separate steps, which is why Member appears twice in your diagram instead of once.
Aligning the signing order numbers for those shared roles should resolve both issues.
Hope that helps!
Best Regards,
Jenny | Docusign Community Moderator
If this helped, like 👍and mark it as “Best Answer”
Hello
We trust that all is well. We’d like to know if the suggested solution was helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer", to help other community members find trusted answers.
Let us know if you need further assistance. We’re here for you!
Best Regards,
Jenny | Docusign Community Moderator
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