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Hi everyone,

We're using the DocuSign API to send legal agreements (Unilateral Undertaking and Customer Supply Agreement) via our platform. The envelope is generated using the primary user's profile — it includes their name, address, and other key details. That user is assigned as the signer and receives the envelope via email.

However, in many cases the property has two owners, and we need both individuals to sign the same document — even though it’s initially triggered and sent using just one user's profile and email.

Our goals:

  • The primary user receives the envelope and signs as normal.

  • The same envelope should allow a second person (co-owner) to sign.

  • This may either be:

    • Another signer using the same email address, or

    • A second signer added by the first signer at the time of signing (if possible).

Our questions:

  1. What’s the best way to set up the envelope via the API to allow two signers, if we only have the primary signer’s email at the time of sending?

  2. Can both recipients use the same email address but sign as distinct signers with separate fields?

  3. Is there a way for the first signer to add a second signer (e.g., manually enter the co-owner’s name/email)?

  4. What’s the best practice for ensuring both owners are properly bound and tracked in the envelope audit trail?

We are using POST /v2.1/accounts/{accountId}/envelopes and passing signer info via templateRoles.

Any examples, guidance or recommended patterns would be hugely appreciated.

Thanks in advance!

Hello William,

You can add the same email for different roles, it is useful, if one team uses an alias, for example. You can check for more details here on how it will behave:

https://support.docusign.com/s/document-item?language=en_US&bundleId=gav1643676262430&topicId=zjd1578456327495.html&_LANG=enus

 

If you wish to create an user with the same email, it will be something like that:

"templateRoles":
  {
    "email": "primaryuser@example.com",
    "name": "Primary Owner",
    "roleName": "Signer1"
  },
  {
    "email": "primaryuser@example.com",
    "name": "Co-Owner",
    "roleName": "Signer2"
  }
]

 

To an user have the possibility of adding another recipient to their envelope, they can use Delegated Signing, You can check how to set it up on this article:
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=jux1643235969954&topicId=bbk1637048103951.html&_LANG=enus

 

Feel free to reach out if you have other questions.

 

Thanks,

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