Tiered Signing Approach

Question

Quick question, is their a way to created a tiered signing approach for a document. For example, we have an administrator that needs to sign documents, but on a timely basis, and have had some instances where they were out and couldn’t sign the needed documents, which delayed the rest of our operations. Is there a way to make it where if they can’t access their work, it could push to another person?

mrave · Accepted Answer

@cccrUnfortunately, there is no feature like this to automatically reassign to someone else, if a recipient is not responding in what you consider a timely basis.One option could be that the sender monitors the envelopes and will reassign them manually to someone else using the “Correct” functionality.DocuSign Support Article on Envelope Correction:https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=dxr1578456334187.html&_LANG=enus&language=en_US&rsc_301Another option could be to create a signing group and add it instead. Then someone else can pick it up whilst the main contact is away.DocuSign Support Article on Signing Groups:https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=zgn1578456447934.html&_LANG=enus&language=en_US&rsc_301Another option could be to set up a delegated signer for the main contact. This can be temporary during the absence or permanent depending on what makes most sense in your situation.DocuSign Support Article on Delegated Signing:https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=jux1643235969954&topicId=bbk1637048103951.html&_LANG=enus

cccramer · Answer

@cccrUnfortunately, there is no feature like this to automatically reassign to someone else, if a recipient is not responding in what you consider a timely basis.One option could be that the sender monitors the envelopes and will reassign them manually to someone else using the “Correct” functionality.DocuSign Support Article on Envelope Correction:https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=dxr1578456334187.html&_LANG=enus&language=en_US&rsc_301Another option could be to create a signing group and add it instead. Then someone else can pick it up whilst the main contact is away.DocuSign Support Article on Signing Groups:https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=zgn1578456447934.html&_LANG=enus&language=en_US&rsc_301Another option could be to set up a delegated signer for the main contact. This can be temporary during the absence or permanent depending on what makes most sense in your situation.DocuSign Support Article on Delegated Signing:https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=jux1643235969954&topicId=bbk1637048103951.html&_LANG=enusThis is really helpful, thank you so much!

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