Qualification workflow and signoff

Question

We would like to create a template form to incorporate a customer qualification process and use DocuSign for signing off on each stage of the process. How we can structure the signing off process through DocuSign, and specifically how can we enable parties to sign off on their respective parts of the workflow?

Drewcifer · Accepted Answer

When you create your template, you can check the box to enforce a signing order. The signing cascades from one recipient to the next. You can even put the same person in multiple times in multiple signing positions.

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=ulp1643236876813&topicId=kcb1578456479440.html&_LANG=enus

Melanie.Panguito · Answer

Hey ​@Angeliki Sidirokastriti,How are you? Favor, if the above solutionhelped youor pointed you in the right direction, may you please click Best Answer ✅"so others with similar questions can find it too.Let us know if we can help with anything else.Wishing you a smooth rest of your day!Regards,Melanie| Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!

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