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Hi,
I have a signing group of 4 people and two of them have to sign each document I send. How to I make it the easiest way possible?
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Two people from Signing Group have to sign
- Newcomer
Best answer by Ma.Cubio
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
I understand that you would like to send an envelope, and specific members of a Signing Group need to sign. Please take a look at the details below for your option.
- Understand Signing Group Behavior
When you send an envelope to a signing group, any member can sign on behalf of the group. Once one member signs, the envelope is marked as complete for that group.
- If Specific Members Must Sign
Set a signing order. You may put the signing group as the first recipient. Add the two specific individuals (with their names and email addresses) as second recipients.
Assign signature fields to these individuals to ensure they must complete their part before the envelope is finalized.
- Alternative Approach
If you know which two members need to sign each document, you can bypass the signing group. Instead, create the envelope with those two individuals as recipients and directly place signature fields for them.
If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
- Community Moderator
- Answer
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
I understand that you would like to send an envelope, and specific members of a Signing Group need to sign. Please take a look at the details below for your option.
- Understand Signing Group Behavior
When you send an envelope to a signing group, any member can sign on behalf of the group. Once one member signs, the envelope is marked as complete for that group.
- If Specific Members Must Sign
Set a signing order. You may put the signing group as the first recipient. Add the two specific individuals (with their names and email addresses) as second recipients.
Assign signature fields to these individuals to ensure they must complete their part before the envelope is finalized.
- Alternative Approach
If you know which two members need to sign each document, you can bypass the signing group. Instead, create the envelope with those two individuals as recipients and directly place signature fields for them.
If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
+1- Newcomer
Hello,
If I understand correctly you need two signatures in a document, and it needs to come from two people in the same signing group. That is, any two distinct people from the same signing group.
Docusign’s suggestions don’t work for this.
Did you find a solution for it that actually fits your needs? I’ve been using combinations of solutions but they stop being feasible at some point.
For example, if any two of a three-person group need to sign, there’s no way to set it up in DocuSign that guarantees the same person can’t sign twice.
For larger groups the solutions are bad. They require splitting the group into two groups so only one group gets the first sign request and and another gets the second. But this is problematic when all the people in the second group are unavailable and most from the first are available. (not rare when you have two and two or two and three).
I see you clicked “like” so maybe DocuSign’s response was actually useful for you. If so I may be misunderstanding.
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