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Newcomer
Aug 22, 2024 5:05 PM UTC
Solved

Review only option

Hello,

My organization wants to use DocuSign as an internal review and approval process for documents. I don’t see an option to add a recipient as a Reviewer only. Is there an Action button for Review?

Pawan Gangwani
Hero
Aug 22, 2024 7:07 PM UTC

Hello @Moreau 

Welcome to the DocuSign Community!

In DocuSign eSignature there is not an specific option for review only but  the one thing you can do, is to while creating the envelop you can set the recipient as “Need to View”.

Not sure will fulfill your requirement but hope this helps. 

 

 

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

2 replies

Pawan Gangwani
Hero
Hero
Aug 22, 2024 7:07 PM UTC

Hello @Moreau 

Welcome to the DocuSign Community!

In DocuSign eSignature there is not an specific option for review only but  the one thing you can do, is to while creating the envelop you can set the recipient as “Need to View”.

Not sure will fulfill your requirement but hope this helps. 

 

 

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Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
Docusign Employee
Sep 6, 2024 12:55 AM UTC

​Hi @Moreau,

 

I hope you are doing well.

I would like to confirm if you could solve your issue by utilizing the suggested solution?           

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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