Hello @darrylprice
Thank you for reaching out, and welcome to the Docusign Community! Thank you for providing your detailed workflow. Following the process you have sorted out, we can configure all steps using a single envelope and enable the signing order function. You can assign each chapter of the document directly to the corresponding person in charge and precisely control when each participant can access it, so there is no risk of the workflow falling into disarray.
An example of a practical assignment will make this clear to you: Section 5 and Section 6 of the document can be assigned to two different signers; Section 17 can be sent to all relevant personnel who must participate; Section 18 can be forwarded to the person responsible for approval and authorization; Section 21 can be handed over to the person who performs the final closing review. If multiple relevant personnel need to handle their respective tasks independently, without waiting for the previous person to finish before they can start, even if the overall Signing Order has already been set, we can still send the document to these people at the same time, that is, follow a parallel forwarding workflow, so they do not have to wait in a queue one after another.
For some types of information that cannot be filled in at the very beginning, they can only be supplemented and completed at a later stage of the process. For example, the date that needs to be filled in Section 19 falls into this category. For content that requires delayed supplementary filling, it is best to assign the corresponding reserved filling fields directly to the contact person who will take over and fill in this content later, when the entire process is initially built, rather than making temporary arrangements only when it is time to fill in the information.
One important consideration is that Correct is intended for in-progress envelopes and should not be used to modify actions or information associated with recipients who have already completed their part. If the process requires reopening and modifying previously completed sections, a different workflow or multiple envelopes may be more appropriate.
If you wish to refer to more relevant content, you can view the guidance document on these articles.
Set a Signing Order
Correct Envelopes
Envelope Template Recipient Actions
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Sincerely,
Ma. Cassandra | Docusign Community Moderator
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