View only during the whole process

Hi ​@Top26, 

Welcome to the Docusign Community! It’s great to have you here. I understand you need help configuring one of your recipients. I’m happy to assist.

This behavior is expected because the view-only recipient was placed at the end of the sequential routing order. The recipient is notified and granted access only when the envelope reaches that routing position.

To allow this person to access the document while signing is in progress, configure them as follows:

1. In the Prepare view, enable Set signing order.

2. Change the recipient action to Receives a Copy.

3. Place the recipient at routing order 1, or at the earliest point when access should begin.

4. Send the envelope.

A Receives a Copy recipient does not need to sign or complete any fields, but can view, download, and print the document. By placing the recipient at the beginning of the routing order, they can access the envelope before and during the other recipients’ signing steps.

If you need Docusign to record that the recipient opened the document and send reminders, use Needs to View instead, and place that recipient at the beginning of the routing order. This role requires the recipient to open and view the document, but does not require a signature.

I hope this helps! Let me know if you have any questions.
​
Best regards,

Luke | Docusign Community Moderator
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