Docusign Esignature product should recognize the signer in a Signing Group
After extensive research, review and discussions of the process and template with an engineer and a Customer Success Team member, I’m asking Docusign for the following feature in Esignatures.
A template includes a Signing Group of two members. Docusign needs to remember which member signed and, for the next step, return the envelope to the signing member. For the next step, the signing member is allowed to edit the envelop to add the next signer (or signers) and an attachment field (to the last signer).
There are no conditions that apply. The Signing Group members have unique, real-time information necessary for the envelope to continue. Furthermore, the Signing Group is in place so that, if one member is out, the other member takes charge. It’s a work-around to one member being a delegate of the other member.
I understand that this feature (Workflow Builder) is available in Agreement Manager which we don’t have. We have Esignatures.
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